Workflow

Increase productivity and profitability across your firm, using adaptive workflows

Clients demand for increased efficiency.

  • 1

    Streamline operations across the firm to increase efficiency.

    Create your workflow easily by selecting specific actions and triggers.

  • 2

    Enjoy the benefits of workflow automation.

    Use Word or PDF templates to simplify document automation. Complete form templates with one-click, saving time and ensuring accuracy.

  • 3

    Easily customize templates for your firm.

    Easy to follow instructions.

Immigration Law B1/B2 Sequencing created with one click

An example of Workflow automation for an Immigration matter

Workflow
Change a task priority with one click

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