Pre-fill forms automatically from email attachments using OCR and Email Triage, track every file interaction with full Activity History, assign
Turn every client email into a task, workflow, or saved file — no more chaos, no missed steps. From Inbox
With the new IF/THEN Workflow Launch, your forms can now automatically trigger entire workflows based on client responses. And with
Map form fields directly onto standardized PDF forms. Access shared documents right from your Dashboard. Track where every workflow step
Reopen terminated workflows. Control the order of document signatures.
3 powerful enhancements of April: OCR-powered form pre-filling, Trish AI built into Review Tasks, and a faster way to clean
Automation should feel effortless, and this update takes it to the next level. We’ve enhanced workflow automation with IF/THEN Logic
Innovation doesn’t stand still, and neither do we. Today, we’re rolling out our most significant pricing update, introducing a new
Over the past twelve months, we have released nearly 100 new tools, solutions, and enhancements, each crafted to simplify workflows,
This release brings several exciting improvements designed to enhance your workflow automation experience. More flexibility with customizable workflow naming, E-Signatures