Case Study: McKinley Irvin achieves faster onboarding and paperless, auditable approvals with FlowForma Process Automation

FlowForma Process Automation transforms a US legal practice, McKinley Irvin, with a super-effi cient alternative to paperwork and email requests, freeing up employees to concentrate on clients

McKinley Irvin, a 120-person divorce and family law firm operating across six offices in Washington and Oregon, faced slow, paper‑intensive processes and hard‑to‑track email approvals that pulled paralegals and attorneys away from client work. Business Process Analyst Dustin Ray sought a SharePoint‑compatible automation platform and selected FlowForma Process Automation to replace manual, repetitive tasks without custom coding.

Using a 250‑seat FlowForma Process Automation deployment integrated with SharePoint, McKinley Irvin automated a payment‑approval flow and new‑hire onboarding among other processes. The FlowForma solution saved about 1.5 hours per payment request and several hours per new hire, delivered auditable records, improved process visibility, and freed staff to focus on legal work — gains that have driven firm‑wide adoption and plans to digitize many more workflows.

McKinley Irvin

Dustin Ray

Business Process Analyst