This article applies to:

Add a FirmFlow workflow

FirmFlow uses workflows to define the process for moving a client folder in your firm. You can access your workflows on your My Work screen.

Follow these steps to add a workflow to a FirmFlow folder.

Open a FirmFlow folder assigned to you.

Select Workflow
, then Add Workflow
.

Add a Description
.

Choose a workflow Status
.

Select OK
to create the workflow.

The workflow will be assigned to you on the first step. A due date will appear after you add a deliverable.