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WORKFLOWS AND TASKS

Your best process, repeated on every matter.

Reusable, versioned workflows per department, 21 UK templates out of the box with the right precedent linked at each step, and case-linked tasks with assignment, progress tracking and overdue escalation.Reusable, versioned workflows per department, 16 India templates out of the box with the right precedent linked at each step, and case-linked tasks with assignment, progress tracking and overdue escalation.

workflows
Workflow templatesCN2026/0002
PleadingsNotice under S.138CompleteDoneStep
DisclosureComplaint filedIn progressActiveStep
Task assignedPrepare bundleDue FriTask
Overdue step flaggedEscalated to supervisorTodayAlert
WHAT YOU GET

Built to do the job properly.

  • A workflow engine with reusable, versioned step sequences per department, for example Pleadings to Defence to Disclosure to Trial PreparationA workflow engine with reusable, versioned step sequences per department, for example Plaint to Summons to Written Statement to Issues to Evidence to Arguments to Judgment
  • 21 UK workflow templates shipped and ready to adapt16 India workflow templates shipped and ready to adapt
  • The right precedent linked at each workflow step, so drafting starts from the correct template
  • Case-linked tasks with assignment and progress tracking
  • Overdue escalation so stalled steps surface to supervisors automatically
IN PRACTICE

How teams use it.

A cheque bouncing matter follows the S.138 workflow from notice to complaint without a step being missed
A conveyancing team runs every purchase through the same checkpointed sequence
A supervisor sees every stalled matter across the department on one screen
WHY IT MATTERS

The point of it.

The difference between your best matter and your worst is usually process. Workflows encode how the firm's best people run a matter, and make that the default for everyone.

COMMON QUESTIONS

Good to know.

Can we change the shipped templates? +

Yes. Templates are starting points. Workflows are versioned, so you can adapt them per department and improve them over time without breaking matters already in flight.

What happens when a task is overdue? +

It escalates automatically, so supervisors see stalled steps without chasing.

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