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Level: Power Up

Real Workflows

Hi there


Has anyone set up a workflow that can run documents and integrate with accounts and run an actual file?  I have a legal practice and could see this working in place of 'case management' . Software in the legal sector is really uninspiring I think I could build a better system myself.  Bearing in mind we are very process driven, create documents/communicate with clients, track progress etc.  I would like to think we could easily set up something more sophisticated than we have now.


My issue is as usual there is a ton of information and no roadmap of where to start!


Any input appreciated.

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