---
title: "Law firm operations glossary | Woven Legal"
description: "Clear definitions of law firm workflow, staffing, intake, and technology terms. Use Woven Legal’s glossary to plan a more effective way of working."
url: https://wovenlegal.multisites.ai/glossary
publisher: Woven Legal
phone: 
quote: https://wovenlegal.multisites.ai/contact
---

# Clear words.  
Better conversations.

The terms behind law firm operations, explained in plain English.

Find a term

40 resources

[Resource ## AI governance A practical system for deciding which AI tools a firm may use, who approves them, and how the firm checks results. ↗](https://wovenlegal.multisites.ai/glossary/ai-governance)[Resource ## AI-assisted drafting Using an AI system to create a first draft that a qualified person reviews, edits, and approves. ↗](https://wovenlegal.multisites.ai/glossary/ai-assisted-drafting)[Resource ## AI hallucination A fluent but unsupported or incorrect output produced by an AI system. ↗](https://wovenlegal.multisites.ai/glossary/ai-hallucination)[Resource ## approval workflow A defined sequence that shows who prepares, reviews, approves, and releases work. ↗](https://wovenlegal.multisites.ai/glossary/approval-workflow)[Resource ## attorney supervision A lawyer’s responsibility to direct, review, and remain accountable for work performed with assistance. ↗](https://wovenlegal.multisites.ai/glossary/attorney-supervision)[Resource ## capacity audit A structured review of how a firm spends time, moves matters, and uses people and tools. ↗](https://wovenlegal.multisites.ai/glossary/capacity-audit)[Resource ## case management system Software that organizes matters, contacts, documents, tasks, calendars, and related work. ↗](https://wovenlegal.multisites.ai/glossary/case-management-system)[Resource ## change management The work of helping people adopt a new process, tool, or responsibility. ↗](https://wovenlegal.multisites.ai/glossary/change-management)[Resource ## client intake The process of receiving a potential client, collecting needed information, checking fit, and deciding the next step. ↗](https://wovenlegal.multisites.ai/glossary/client-intake)[Resource ## client intake form A structured form that collects information from a prospective or current client. ↗](https://wovenlegal.multisites.ai/glossary/client-intake-form)[Resource ## conflict check A review for relationships or facts that could prevent a firm from taking or continuing a matter. ↗](https://wovenlegal.multisites.ai/glossary/conflict-check)[Resource ## confidential information Information related to a client representation that a firm must protect from unauthorized disclosure or access. ↗](https://wovenlegal.multisites.ai/glossary/confidential-information)[Resource ## document automation A process that uses structured data and templates to produce repeatable documents. ↗](https://wovenlegal.multisites.ai/glossary/document-automation)[Resource ## fractional paralegal A paralegal who supports a firm for a contracted portion of time instead of as a full-time employee. ↗](https://wovenlegal.multisites.ai/glossary/fractional-paralegal)[Resource ## fractional staffing Using part-time or shared professional capacity to match a firm’s workload. ↗](https://wovenlegal.multisites.ai/glossary/fractional-staffing)[Resource ## generative AI AI that creates text, images, code, or other new output from prompts and data. ↗](https://wovenlegal.multisites.ai/glossary/generative-ai)[Resource ## handoff The transfer of work, context, and responsibility from one person or stage to another. ↗](https://wovenlegal.multisites.ai/glossary/handoff)[Resource ## legal operations The systems, people, processes, and tools that help a law firm deliver work and run the business. ↗](https://wovenlegal.multisites.ai/glossary/legal-operations)[Resource ## legal process outsourcing Using an outside provider for defined legal or administrative work under the firm’s direction. ↗](https://wovenlegal.multisites.ai/glossary/legal-process-outsourcing)[Resource ## workflow The repeatable sequence that moves legal work from request to completed outcome. ↗](https://wovenlegal.multisites.ai/glossary/workflow)[Resource ## matter management The organized handling of a legal matter from opening through completion. ↗](https://wovenlegal.multisites.ai/glossary/matter-management)[Resource ## natural language processing Technology that analyzes or generates human language. ↗](https://wovenlegal.multisites.ai/glossary/natural-language-processing)[Resource ## process documentation Written or visual instructions that capture how work should be performed. ↗](https://wovenlegal.multisites.ai/glossary/process-documentation)[Resource ## process map A visual or written representation of the steps, decisions, people, and systems in a workflow. ↗](https://wovenlegal.multisites.ai/glossary/process-map)[Resource ## prompt design The practice of writing clear instructions and context for an AI system. ↗](https://wovenlegal.multisites.ai/glossary/prompt-design)[Resource ## quality assurance Checks that confirm work meets the firm’s requirements before release. ↗](https://wovenlegal.multisites.ai/glossary/quality-assurance)[Resource ## relationship manager A named person who coordinates an engagement and helps resolve issues over time. ↗](https://wovenlegal.multisites.ai/glossary/relationship-manager)[Resource ## remote legal support Legal support delivered by professionals working outside the firm’s physical office. ↗](https://wovenlegal.multisites.ai/glossary/remote-legal-support)[Resource ## standard operating procedure A stable, repeatable instruction set for completing a task. ↗](https://wovenlegal.multisites.ai/glossary/standard-operating-procedure)[Resource ## delegation The intentional assignment of work to another person with context, authority, and a clear result. ↗](https://wovenlegal.multisites.ai/glossary/delegation)[Resource ## technology competence The practical ability to understand and use technology with the skill and care required by the representation. ↗](https://wovenlegal.multisites.ai/glossary/technology-competence)[Resource ## time tracking Recording time spent on work so the firm can manage capacity, service, and billing. ↗](https://wovenlegal.multisites.ai/glossary/time-tracking)[Resource ## utilization The share of available working time spent on useful, assigned work. ↗](https://wovenlegal.multisites.ai/glossary/utilization)[Resource ## vendor due diligence The review of a provider’s capability, controls, terms, and fit before the firm relies on it. ↗](https://wovenlegal.multisites.ai/glossary/vendor-due-diligence)[Resource ## verification The act of checking a result against a reliable source, rule, or expected outcome. ↗](https://wovenlegal.multisites.ai/glossary/verification)[Resource ## virtual legal assistant A remote professional who provides legal administrative or support work under a firm’s direction. ↗](https://wovenlegal.multisites.ai/glossary/virtual-legal-assistant)[Resource ## virtual legal professional Woven Legal’s term for a virtual paralegal, legal assistant, intake specialist, or related support role. ↗](https://wovenlegal.multisites.ai/glossary/virtual-legal-professional)[Resource ## workflow automation The use of software to move work, data, reminders, or decisions through a defined process. ↗](https://wovenlegal.multisites.ai/glossary/workflow-automation)[Resource ## workflow optimization Improving a workflow so it requires less duplicated effort and produces a clearer result. ↗](https://wovenlegal.multisites.ai/glossary/workflow-optimization)[Resource ## capacity planning Matching expected work with available people, time, and systems. ↗](https://wovenlegal.multisites.ai/glossary/capacity-planning)

No matching resources. Try “intake,” “workflow,” or “delegation.”