How does an Aldbry process rebuild work?

What happens in week one?

Week one is mapping, and it happens with the people who actually do the job, not with a description of it. We watch the work as it runs today and record every input, every template, every handoff between people and every check before something goes out. We note where information is typed twice, where someone waits on someone else, and where a senior person is doing assembly work that a junior or a system could do.

By the end of the week there is one clear picture of the process and of where its hours go. It is a working map for the build, agreed with your process owner, not a report to be filed.

What happens in weeks two and three?

Weeks two and three are the build. The new process is made from your own material: the documents your team produces, the templates it fills in and the language it uses with clients. It runs in the tools your people already open every day, so nobody has to learn a new platform.

Everything is tested on live work. A real matter, a real engagement, a real report that is actually due. Testing on real jobs surfaces the exceptions a demonstration never shows: the client who wants a different format, the file with a missing field, the step that only happens at quarter end. Each one is handled before go-live rather than discovered after it.

What happens in week four?

Week four is go-live. The team is trained on the rebuilt process using their own work, and it becomes the way the job is done from then on. The old route is retired rather than left running beside the new one, because two ways of doing the same job is how a firm drifts back to the slow one.

What do we need from your firm?

Three things, and they matter more than anything technical.

• Access to the people who do the job. Not only the partner who signs it off, but the fee earners and support staff who produce it. Their time is heaviest in week one.
• Your documents and templates. The current templates, a handful of recent finished examples, and any checklists or house style notes. The build is made from these, so the closer they are to what is really used, the better.
• A named owner. One person in the firm who owns the process, can make decisions about it during the 30 days, and keeps owning it once it is live.

You do not need to be technical, and you do not need your information tidied into one system first. We read from wherever it lives today.

Who reviews what the process produces?

People do. AI drafts; people approve. Anything that goes to a client is reviewed and signed off by a named person in your firm before it leaves, and the rebuilt process is designed so that step cannot be skipped. The reviewer sees a complete draft with its sources, which makes the check faster and more reliable than checking something assembled by hand. Our guide to reviewing AI output on client work covers what a good review looks like.

How is confidentiality handled?

We work under whatever confidentiality agreement you use with any other supplier, and nothing you share is used for anyone else. Your documents, templates and client material are used to build your process and nothing more. If your firm has its own rules on how client information may be handled, the build follows them, and for a view of the wider issues see data protection and AI on client work.

What happens after go-live?

For the 30 days after go-live we support the process while it beds in. Real use always turns up small things: a template variation nobody mentioned, a step that needs a different order, a reviewer who wants the draft laid out differently. Anything that needs adjusting is adjusted during that period.

When the support period ends, the process is simply part of how your firm works, looked after by the named owner. If you then want a second job rebuilt, that is a new, separate engagement with its own fixed fee, agreed in writing before it starts.

What if it is not live in 30 days?

If it is not live in 30 days, you do not pay.

How do we find out which process to start with?

Take the audit. It estimates the hours your fee earners lose each week, what that costs a year at your own charge-out rate, and the single process to tackle first. If a call follows, preparing for your call explains what to bring.