Workflow Automation
Workflow automation lets firms design approval pipelines that run on their own. Build flows for document approvals, case assignments, review cycles and client onboarding, then add SLA timers, escalation rules and conditional logic. No coding is needed, so partners get predictable turnaround without chasing every step by email.
Build approval pipelines that run themselves.
Design custom workflows for document approvals, case assignments, review cycles and client onboarding. Set SLA timers, escalation rules and conditional logic without writing a single line of code.
How It Works
Three Steps to Get Started
Design Your Workflow
Use the visual drag-and-drop builder to create approval chains, routing rules and triggers.
Set Rules & SLAs
Add conditional logic, time-based escalations and parallel approval paths to match your process.
Let It Run
Workflows execute automatically 24/7. Monitor status from a centralised dashboard.
Capabilities
Everything You Need
Visual workflow builder with drag and drop
Conditional routing based on case type or value
SLA tracking with automatic escalation alerts
Parallel and sequential approval chains
Status dashboards for all active workflows
Template workflows for common legal processes
Why It Matters
No-Code Builder
Create complex workflows visually without writing a single line of code.
SLA Enforcement
Set time-based escalation rules so nothing sits idle past its deadline.
Smart Routing
Conditional logic routes tasks to the right person based on case type, value or priority.
Full Visibility
Real-time dashboards show every active workflow, its stage and who's responsible.
By The Numbers
Results That Speak
70%
Admin time reduced
Zero
Manual handoffs needed
24/7
Always running
FAQ
Workflow Automation Questions
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