Topic
Workflow Automation
81 published works
Actionstep Blog
Partner Spotlight | WorkCloud
We sat down with Greg Sando, founder of WorkCloud, to learn how they help law firms of all shapes and sizes trade in outdated, manual processes for smarter, more scalable…
Thomson Reuters Law Blog
Breaking free from manual processes: CoCounsel Legal’s solution for modern in-house counsel
Highlights CoCounsel Legal integrates research, document review, and drafting into one cohesive workflow platform. Guided workflows and expert-written prompts reduce learning curves and improve research efficiency. Seamless integration with Microsoft…
Actionstep Blog
Smarter Accounting Workflows with Xero: New Ways to Save Time and Reduce Manual Work
At Actionstep, we’re always looking for ways to make your firm’s day-to-day work simpler, faster, and more connected. Our latest Xero integration enhancements do just that—eliminating double entry, reducing errors, and giving your accounts…
Cogneesol Blog
How Redesigning Workflow Automation with Agentic AI Needs a Human Trust Layer
When Agentic AI entered enterprise conversations, finance leaders saw it as the next decisive leap in automation. It promised to close the distance between analysis and execution and strengthen agentic…
3 Geeks and a Law Blog
AI Dividends and Workflow Training: Live with Legora and Harbor at TLTF
By Greg Lambert
We recorded this episode live at the TLTF Summit and the energy in the room made it feel like the perfect place for a conversation about growth, training, and the…
The Suite Spot
Simplifying Intake & Conflict Checks with Litigation Automation
The big takeaways: CARET Legal integrates intake, conflict checking, and matter creation into one automated workflow to reduce risk and streamline onboarding. By unifying litigation document management and workflow automation,…
The Suite Spot
Automated Workflows Every Law Firm Today Should Have
By shifting toward legal workflow automation, firms can simplify operations, reduce delays, and maintain consistency across teams. #cblock-featured-868 .features-details-quote { color : #e61b55 } Law firms face growing demands on…
Case Status Blog
New & Next: Inside CX Innovation at Case Status | July 2025
Multiple file downloadsUsers can streamline their workflow by selecting specific documents for download, rather than downloading them one at a time or using the Export All Documents option.Clio• Firms can…
Case Status Blog
New & Next: Inside CX Innovation at Case Status | June 2025
We’re back with this month’s latest updates—each one built from customer feedback and designed to help your team work smarter, faster, and more securely. From improved document handling to upgraded…
The Suite Spot
Reduce Your Litigation Firm’s Scheduling Headaches with Workflow Automation
Your firm can reduce scheduling headaches and streamline workflows—freeing your team to focus on building stronger cases and delivering excellent client outcomes. #cblock-featured-695 .features-details-quote { color : #e61b55 } If…