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ILTA Product Briefing

Workflow Automation and Reporting for Law Firm Scale

Details:
Wed, Jan 21
10:00 AM – 11:00 AM CST

Join us for a focused product briefing on how Workstorm helps law firms standardize work, automate routine processes, and surface the metrics that matter. We’ll walk through Workstorm’s workflow automation and reporting capabilities, showing how Streams reduce manual handoffs and provide real-time visibility across matters. See how firms use dashboards and reports to improve utilization, protect margins in fixed-fee work, and accelerate decision-making.

What you’ll learn

  • How to model common legal workflows as repeatable with role-based steps, rules, and checkpoints
  • Ways to reduce operational friction: automate assignments, enforce data completeness, and eliminate redundant approvals
  • How real-time dashboards and variance reports improve oversight and inform budget decisions
  • Best practices for measuring impact
  • Practical examples of scaling operations across matters while maintaining compliance, security, and client standards

Who should attend

  • Practice leaders, legal operations, PMO, legal innovation teams, and IT leaders responsible for efficiency, profitability, and risk

You’ll leave with a clear view of how Workstorm operationalizes workflows and reporting to drive consistent execution, stronger oversight, and scalable growth.

Register

Speaker Bio

Katie Barr, Chief Strategy Officer

Katie Barr is the Chief Strategy Officer at Workstorm, where she leads company strategy, go-to-market alignment, and partnerships. With a background spanning legal operations, enterprise collaboration, and product-led growth, Katie focuses on helping firms standardize workflows, automate routine work, and turn operational data into actionable insight. She works closely with customers and product teams to translate real-world needs into scalable capabilities—driving measurable gains in efficiency, governance, and client service. Prior to Workstorm, Katie held leadership roles in high-growth SaaS companies serving regulated industries. She frequently speaks on legal tech adoption, workflow automation, and change management.