Creating, running, and tracking multi-stage workflows for your clients
4 articles
The Process List
Find, filter, and manage all processes across your practice from one page
Updated 21 March 2026
Creating a Process
How to create a new process from a template and assign it to a client
Running a Process
How to manage an active process, work through stages, and track progress
Process Stages
How stages work within a process, including types, statuses, and actions