FirmFlow helps you digitally monitor all firm activity from start to finish so you know
what's happening with a client engagement or back office process at any given time. Here's an example of the way FirmFlow can help
automate your business processes, including tax, audit, consulting, financial services, litigation support, and more:
- A new client engagement is set up in FirmFlow with events, due dates, workflow tasks and staff
assignment information, ready to run through your defined workflow process.
- Once the engagement is set up in the system, a virtual engagement folder is routed automatically
(via email notification or system alert) to the staff member assigned to the first step of the process.
- That staff member accesses a virtual engagement folder with a single click, gaining instant access to current
and prior-year documents in GoFileRoom.
- As the staff member references key documents and works in applications associated with the engagement in progress,
he or she can write electronic notes, complete checklist items, and review other information—all from a single
location.
- Once the first staff member completes his or her step/task, the engagement is electronically routed to the
staff member responsible for the next step in the workflow with a single click. The next staff member in line is
automatically notified that the engagement is ready for them.
- The next staff member can then open the engagement folder, review the engagement, clear out open items, and
reference any information captured in an electronic control sheet.
At any point in the workflow process, a staff member can set up a notification rule with custom conditions that
automatically alerts specific individuals when certain criteria is met (e.g. "Notify me 5 days before the tax
return is due.")
And at any time during work in process, status can be monitored and real-time reports can be run with drill-down
access into the workflow engagement.
Contact Us
Our experts are happy to help you configure exactly the solution you need. To get started,
call us at 800.968.8900, or contact us online.