How it works
Build your own workflow
Templates are a shortcut—not a ceiling. You can design processes that fit your firm.
openFlow is built so you are not limited to a fixed list of processes. You can start from a template or a blank workflow, name the steps, assign roles, and adjust as your practice changes.
Typical building blocks
- Steps — What happens in order (or in parallel branches where supported).
- Ownership — Who is responsible at each step.
- Context — What this run of the workflow is about (e.g. a specific engagement or period).
- Completion rules — What “done” means before the flow moves forward.
Evolving over time
When regulations, clients, or internal policy change, you update the workflow definition once. New runs follow the new rules; you are not manually editing hundreds of unrelated tasks.