Custom Workflows for Every Specialty
Every legal specialty is unique, and so are its workflows. WorkflowTitan adapts to your practice, not the other way around, providing tailored solutions that fit your firm’s exact needs.
Why Standard Solutions Fall Short
Most legal management software offers rigid workflows that assume every practice operates the same way. This "one-size-fits-all" approach leaves firms struggling to customize workflows for their specific legal niche. Whether you handle litigation, estate planning, or contract law, the lack of flexibility in traditional tools often means more manual work and inefficiencies.
How WorkflowTitan Delivers Tailored Solutions
1. Fully Customizable Workflows
WorkflowTitan allows you to create workflows that match your firm's processes step by step. You can:
- Define task sequences that align with how your team operates.
- Build workflows for specific legal specialties like discovery management, deposition scheduling, or client onboarding.
- Adapt workflows for complex, multi-stage cases or quick-turnaround matters.
Example:A litigation firm can set up workflows to manage document review, filing deadlines, and trial preparation—all within one streamlined system.
2. Industry-Specific Preloaded Tasks
To get you started quickly, WorkflowTitan comes with preloaded tasks and templates tailored to various legal specialties:
Litigation: Deposition scheduling, trial preparation, discovery tracking.
Estate Planning: Client onboarding, document review, finalization.
Contract Law: Drafting, negotiation, execution.
These tasks can be easily customized or expanded to meet your unique needs.
3. Adaptive Task Management
WorkflowTitan is built to handle the nuances of legal work:
Tasks can be dynamically updated as case details change.
Add work instructions or checklists on the fly to capture more data and ensure compliance.
Use ToDos to break down tasks into manageable actions with time, cost, and revenue tracking.
Example:If new deposition dates are added mid-case, simply update the task, and notifications will automatically go to the relevant team members.
4. Role-Based Access and Permissions
Ensure that only the right people see the right workflows:
Assign workflows to specific teams, departments, or individuals.
Control access to sensitive case details with role-based permissions.
Allow cross-department collaboration without compromising security.
5. Track Progress and Outcomes
WorkflowTitan gives you real-time visibility into your workflows:
See what’s done, what’s pending, and what’s overdue with intuitive dashboards.
Track performance metrics for teams and individuals to ensure deadlines are met.
Monitor costs and revenues associated with each workflow for better budgeting.
Why It Works for You
WorkflowTitan's custom workflows empower legal firms to focus on their specialties without being slowed down by rigid software. Whether you’re handling high-volume cases or managing complex, multi-party agreements, WorkflowTitan ensures your workflows are efficient, organized, and adaptable.
From Setup to Success:
Save time with preloaded templates designed for your legal specialty.
Achieve consistency across your firm with standardized yet customizable workflows.
Deliver better client outcomes with streamlined processes.
Ready to Tailor Workflows to Your Practice?
With WorkflowTitan, every workflow works exactly the way you need it to.
