Workflows are important to define repeated processes and guide caseworkers through the process step-by-step. They give caseworkers information about pending and completed tasks related to each matter. Prioritise all the tasks, set deadlines and reminders to increase your work efficiency and productivity levels.
At a glance
Custom workflow templates
It allows you to build custom workflow templates for different types of matters to meet the unique need of your business. Simply list all the steps for each workflow as you know them.
Track case progress
It helps teams work better and more efficiently. You can track information about where the case is and identify what needs to be done.
Get things done on time without missing any deadline by receiving automatice email notifications of important dates before they arrive.
Define all the repeated processes in workflow once and system will generate tasks, deadlines and reminders accordingly every time you open a new matter.