Build automatic and user action workflows
The Centerbase workflow generator allows firms to build simple and complex workflows to match their firm’s processes.
Set up automatic triggers
Configure triggers to automatically complete an action once certain criteria is met.
Create new items
Use Workflow to automatically create new items such as clients, matters, or invoices.
Update fields on forms
Change the value of a field without having to edit the form.
Send emails to staff members or clients
Email staff when a potential new client contacts the firm or email a client once an invoice becomes overdue.
Assign tasks for staff members
Easily add tasks to staff member or group’s to-do list based off of completion of the previous step.
Generate form documents automatically
Form documents can be created once a status or object is updated.