Managing and designing your practice areas’ workflow has never been easier.
Workflows consists of a list of task/todos that move along a set of steps such as “Incomplete”, “In Progress”, “Completed”, etc,.
You start by selecting or creating steps in the order you want them to appear for a given workflow. You then add task/todos that represent work that must be completed or started to the workflow.
Users are then presented with a Kan-ban view of the list of Workflow task/todos. When a staff member has started or completed a task/todo they simply drag the task/todo to the next step in the workflow. This visually makes knowing where a case file stands very intuitive but more importantly, fast.
In addition, you can assign triggers to any task/todo step combination so when a staff member moves a task/todo to a particular step a trigger fires. Supported triggers include but are not limited to, sending email, show popup message, assign values to fields, notify staff, generate documents, etc,.