Automate · Firm
Flows that move every case forward. Build them on a canvas. People still approve what matters.
Start a flow when a case opens or changes phase, a task is done, a document is ready or a signature completes, and it adds tasks, drafts, checks and waits in order. Flows never send messages on their own, and an approval step holds a flow for an admin.
- Triggers on new cases, phase changes, documents and signatures
- Steps for tasks, AI drafts, AI checks, waits and approvals
- Test a flow against a case before you publish
- Run history with retries, and a version for every publish
Instead of
- checklists and calendar reminders
- a separate automation tool
Workflows that add tasks and drafts, with human approval.
Works with
Weighed against
The work, rule by rule
Automate: questions firms ask
A case opening or changing phase, a task being done, a document being ready or a signature completing. An incoming text isn't a trigger.
No. Flows add tasks, AI drafts, AI checks, waits and approvals in order, and never send messages on their own. An approval step holds the flow for an admin.
Test it against a case before you publish. Every publish keeps a version, and run history shows each run, with retries.
See Automate with your case types. Thirty minutes, on your own practice.