No-Code Workflow Studio

Design and automate your firm's unique legal processes. (Conceptual Feature)

Conceptual Feature

This is a UI mock-up of the workflow builder. The drag-and-drop functionality is for demonstration purposes only. A full implementation would require a complex front-end editor and a backend to execute the workflows.

Workflow Steps

Drag steps onto the canvas

Client Onboarding

Starts when a new client is added.

Draft Engagement Letter

Generates a standard engagement letter.

Send Email to Client

Sends an automated email.

Wait for Response

Pauses the workflow for a set duration.

Check Signature Status

Branches the workflow based on a condition.

Create Case in CRM

Creates a new case in the CRM.

Request Partner Approval

Sends a request for manual approval.

Workflow Canvas

Drag steps from the left panel here to build your workflow.

Step Properties

Configure the selected step.

Select a step on the canvas to configure its properties here.