No code workflows

A low-touch way to digitise client-facing workflows and radically improve the client experience

How it works

1
Select steps that enable you to replicate your manual processes
From document collection to the level of KYC, from terms of business to collecting payment – build a beautiful digital process in seconds
2
Give your workflow a name and set permission levels for which team or practice area can use it
From conveyancing teams to corporate teams, or a centralised onboarding team, replace dozens of back and forth emails and poor audit trails
3
Get started
Get up and running to start seeing value within a day.

Drive faster onboarding, better compliance and a beautiful client (and firm) experience.