Workflow Intelligence
Maximum Organization
FirmFlow helps you automate all of your business processes and monitor activity from start to
finish. As digital and automated business workflow increases, so does the need for a single,
centralized solution to manage all of your client and internal processes across your firm. So how
can you stay on top? Make sure that every staff member is following the same process by creating
standardized workflow steps for the entire firm using FirmFlow and take advantage of automatic
notifications when pre-determined workflow conditions are met.
Rules and Notifications
If you're the partner in charge, you want to know status of projects and work in your practice,
like if an engagement is past due, to identify potential bottlenecks. FirmFlow allows you to set
notifications and alerts so you never miss a deadline. Staff members can also receive notifications
when new tasks have been assigned to them in the workflow process. So, not only do you have the
knowledge to reassign work based on availability, specialty, or location, but you also have access
to the real-time data that allows you to make meaningful and impactful management decisions.
Integration with Leading Applications
FirmFlow's seamless integration with all your document management, practice management,
compliance, audit, and workpaper management tools, keeps your firm running at maximum efficiency.
The combined output of your mission-critical software helps you to automate your entire business
workflow processes, including tax, audit, consulting, financial services, litigation support, and
others to streamline any client engagement and move to a completely digital process.
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