- Defined Scopes
- ·Workflow Alignment
- ·Three-Tier Quality Review
- ·Flexible Capacity
Our professionals work within your firm's existing methodology, software and review process. We begin with a clearly defined scope, align the team with your workflow and refine delivery as the working relationship develops.
From Capacity Discussion to Ongoing Delivery
Capacity Discussion
Understand the service line, volume, timing and software.
Shares priorities, volume and timing.
Confirm capabilities and recommend a practical starting approach.
Scope Confirmation
Define tasks, deliverables, review steps and timing.
Approves the scope and expectations.
Document the workflow and deliverables.
Team & Workflow Setup
Align the team with approved software, templates and instructions.
Provides approved systems, templates and instructions.
Align the team and workflow.
Onboarding
Confirm access, communication, file locations and review expectations.
Approves access and workflow requirements.
Complete onboarding within the approved systems and workflow.
Delivery & Review
Return completed work with supporting schedules and open items.
Reviews deliverables and provides feedback.
Complete the assigned work and internal review.
Feedback & Scaling
Refine the workflow and adjust capacity as needs change.
Provides feedback and future capacity needs.
Refine the workflow and adjust the assigned capacity.
Start with a clearly defined scope and expand as the workflow proves effective.