Workflow - Automate, standardise and regulate legal processes

Automate, standardise and regulate legal processes

Legal Software Integrations - Workflow header
Legal Software Integrations - Workflow work items

Automate the management of your matters

Workflow is a powerful automation tool which allows you to build intelligent matter-specific workflows using an intuitive drag-and-drop user interface.

Automate processes such as generating LEAP documents, updating critical dates, creating tasks and appointments or posting financial transactions.

Legal Software Integrations - Workflow builder

Simple, effective workflows

The easy-to-use Workflow Builder takes the hard work out of building a standard way of working, allowing you to manage workload and case progress across all matters.

The seamless integration between LEAP and Workflow enables you to manage your matters more efficiently and deliver a consistent service to your clients.

Benefits of the Workflow integration

Efficient working

Proactively prompts staff to complete tasks in the correct order across all matters.


Ensure all matters are run in the same way, delivering consistency to your clients.

Oversee all tasks

Monitor what staff are working on and easily reassign work as appropriate.

Automate standard processes and streamline the way you work

Tell us a little about yourself and we'll connect you with someone from our team who can share more about Workflow and answer any questions you have.

LEAP Integrations & Apps