Workflows can improve productivity and ensure compliance in your case and practice management systems.

Most medium-sized legal firms don’t have the IT expertise and experience required to turn out-of-the-box case and practice management software into an invaluable business solution, customised to meet your needs.

We develop workflows to streamline your work practices, enabling legal practitioners to spend more time with clients and less time on repetitive and manual tasks.

Ensure regulatory compliance? Achieve quality standards? Introduce industry best practice? Job done. Guaranteed. Example of customised workflow:

Example Workflow


In a commercial transaction, where client and instructions have been taken, a workflow can carry out automatic checks and assess risk


Actions by the lawyer, such as preparing a Shareholder Agreement, can trigger additional actions, such as cross-sell opportunities. In each case, emails will be automatically created with the appropriate information included.


Charges and costs are set out - compliance with the firm's billing policy is enforced - enabling cost/benefit analysis to be set out in a protocol.

A fully compliant and branded Client Care letter with the correct information, references, next steps, requirements and attachments is automatically created.


Time posting is applied to the ledger, forms and a covering email are produced to send to the client with the Client Care letter and documentation. Alerts are set up - for approaching budget limits and next steps.

Forecasting in the workflow enables reports on the entire business - for cash flow, for example.

For more information