Process Mapping

Process mapping involves creating a visual representation of a workflow, outlining each step in order to identify inefficiencies, clarify who is responsible for each task, and understand where and why deadlines are missed. Mapping a process, such as a common legal matter type, is often the first step toward improving it, since it allows a workflow to be streamlined before automation is applied, supports better legal project management and budget adherence, and can surface opportunities to route resources or content to lawyers at the right point in a matter. Software supporting process mapping ranges from general purpose diagramming and whiteboarding tools, used across industries to sketch flowcharts and workflows, to purpose built legal or business process design platforms that add features such as click through detail layers, branded output, or direct integration with document and practice management systems. Generative AI has begun to reshape this category by allowing users to generate a first draft of a diagram from typed text, uploaded documents, or even a hand drawn sketch, and by extracting dates, entities, or process steps automatically from source material rather than requiring every shape and connection to be built manually.