Create your own workflow
Create a workflow template
Create a list of events and tasks you can use on any matter in the future.
Build step-by-step templates that you and your staff can use to complete repetitive work efficiently.
Organise your processes to better track the progress of each ongoing matter.
Apply the workflow
Apply a template in one click and watch as tasks and events are automatically created.
Improve the client intake process with checklists that keep tasks, emails, and appointments in order and on track.
Streamline the client life cycle and optimise your processes.
Be proactive, not reactive
Monitor the workload of your staff and fee earners.
Identify upcoming completion dates for outstanding tasks.
Assign tasks to your staff and have visibility to see which tasks are complete or overdue.
