Creating, running, and tracking multi-stage workflows for your clients Learn more about Workflow Engine
4 articles
The Process List
Find, filter, and manage all processes across your practice from one page
Updated 21 March 2026
Creating a Process
Create a new process from a template, assign it to a client, and configure stages before launch
Running a Process
Manage an active process by working through stages, completing actions, and tracking overall progress
Process Stages
Understand stage types, statuses, and actions within a process including approvals, documents, and tasks