Workflow

Workflow overview

Workflow and process automation empower firms to automate legal processes. Whether it is legal project management, due diligence reporting, AI-powered contract review or transaction and litigation management, workflow brings people, content, and process together.
note
Workflow is a premium feature of the HighQ platform - if you do not have it enabled and want to evaluate it please speak to your account manager.
Watch our introduction video on workflows:
note
A
site administrator
 can build a workflow; however any site user can trigger rules, be assigned a task and receive custom emails, as part of the workflow process.
note
To make the best use of workflow you should ensure that the
Files
,
iSheets
,
Tasks
 and
Events
 modules are all enabled.
" "

Building workflows and rules overview

Add a workflow in
Admin
 >
Workflow management
, then build rules that trigger actions in your workflow process.
A single workflow can contain multiple rules; then each rule defines the triggers that, if conditions are met, start one or more actions.
workflow showing rules and the actions with each one.
note
See Manage workflows to automate tasks for best practices when adding workflows.
Building rules in Workflow
A workflow is defined in a step-by-step process:
  1. Add a workflow as a container that will hold a set of related rules.
  2. Start to build your rule - add a rule description to your workflow.
  3. Add triggers with conditions to the rule, based on:
    • iSheet records
    • Files
    • Tasks
    • Dates
    • Schedule
  5. Activate both the workflow and your rules:
    • Open the
      Rule builder
       screen and select
      More actions
       for your workflow description, select
      Activate
       to change the status of a
      Draft
       workflow to
      Active
      ..
    • Each rule must also be activated - open the rule then select
      More actions
       for each rule that is needed and select
      Activate
      .
Workflow audit history
The Workflow history audit allows you to search through historical workflow activity and also test workflow rules without searching for the automated outputs.