Our brilliant workflow automation tools allow you to set it and forget it: use scenarios and rules to automatically assign repetitive case tasks, create events and send smarter notifications. You can easily set your own rules based on specific triggers that vary by event, practice area, or user activity.
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Streamline operations across the firm to increase efficiency.
Create your workflow easily by selecting specific actions and triggers.
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.
Easily customize templates for your firm.
Easy to follow instructions.
One solution. Endless value.
Second generation web-based practice management.