Workflow Builder

Design and build workflows in the intuitive drag and drop Workflow Builder. Each Work Item can automate the generation of LEAP documents, update critical dates, order searches or create tasks and appointments or post financial transactions. Achieve differing outcomes by asking questions, and group Work Items together to simplify processes. Assign due days and default staff members to build a truly automated workflow for the matter.

Work Items

The matter centric view of everything that needs to happen in the Workflow. Complete Work Items and monitor the progress of the matter Workflow.

My Work Items

Complete Work Items, monitor other staff members and track the work completed across all matter Workflows.

Work Item Reallocation

Reallocate work items in bulk between users in the event of absence or increased workload.

Manage your matters accurately to ensure your firms efficiency