Introduction to Workflows

Modified on Mon, 09 Jan 2023 at 08:20 PM

One of the most amazing and unique features of Actionstep is the ability to be able to take your work process and build it into your system. We do this by allowing you to break your processes down into different steps, place those steps in the order you want and then have those steps trigger automation.

With tailored workflows you are able to automate your work, matter progression, client management, your administrative processes and more. Automate each step to collect information, assign tasks, and make sure everything is checked off before moving to the next step. 

Workflows are the key to transforming your law practice into an efficient business. 


What can workflows do for you:

  • Automate processes
  • Ensure compliance
  • Deliver uniformity
  • Enable Reportability
  • Customize your system to meet your needs


Accessing the Workflow Screen of a Matter Type

The Workflow screen is found under individual matter types. You can access the workflow screen by:

  1. Click on Admin.
  2. Click on the Matter Types tile.
  3. Select the matter type that you want to configure.
  4. Click on the Manage button in the workflow section.




Understanding the Workflow Screen

The workflow screen is divided into two parts. To the left is the Workflow Diagram, the section where you will place your set the order that your steps will appear in your matter.

To the right of the screen is a list of all the steps on the matter type and the option to create new steps.       



Example  - Workflow Ribbon

Once you have created and saved your workflow, you will see a workflow ribbon every time you create a matter. This will stay at the top of the matter so that you can see what step you are on in the workflow tree.



TIP: While we are big supporters of trying-as-you-go, we do find that our users build better workflows when they consider what they are wanting to achieve before they leap in. Manu of our users like to map out the process on a notepad or whiteboard first, then start to build it into Actionstep.


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