What is it?

Workflow is the definition, execution and automation of business processes: where tasks, information and documents are passed from one person to another for action according to a set of procedural rules. A workflow consists of an orchestrated and repeatable pattern of activity, enabled by the systematic organization of resources into processes that transform materials, provide services, or process information. It can be depicted as a sequence of operations, the work of a person or group, the work of an organization of staff, or one or more simple or complex mechanisms.

From a more abstract or higher-level perspective, workflow may be considered a view or representation of real work. The flow being described may refer to a document, service, or product that is being transferred from one step to another.

Why is it important?

Workflows can help streamline and automate repeatable business tasks, minimizing room for errors and increasing overall efficiency. This, in turn, dramatically improves your business. Managers can make quicker, smarter decisions and employees are empowered to collaborate in a more productive and agile way. This also means that there will be better utilization of available resources.

Workflows may be viewed as one fundamental building block to be combined with other parts of an organization’s structure such as information technology, teams, projects and hierarchies.

What to look for in an intake, triage & workflow tool?

Consider how the tools integrate with your existing tool portfolio. Are these integrations off the shelf or custom? Can your current eSignature offer any of the workflow functionality that you are seeking? Additionally, reporting and metrics are important to understand usage and value derived from these tools. These tools if effective can be beneficial to other groups outside of legal as well.