Built to your spec
Your process, configured — not a template you have to bend into
Most systems ask you to change how you work. Streamline is set up around the process your firm already runs, then refined as that process evolves.
What gets configured
Your workflows
The steps a job goes through, who it moves to, and what must be true before it can move on.
Your forms
Custom forms and fillable PDFs that capture exactly the information your process needs.
Your documents
The documents your work produces, generated from the captured information.
Your reports
The views partners and managers actually use to run the business.
Your terminology
Tasks, clients and stages named the way your people already name them.
Your structure
Teams, roles and permissions that match how your firm is organised.
How the build runs
- 1
We look at how you work now
A walkthrough of a real job, start to finish, including the parts that go wrong.
- 2
We map it into Streamline
Your process is configured as workflows, forms and documents.
- 3
You test it on real work
You run actual jobs through the configuration and we adjust what does not fit.
- 4
We keep adjusting
Processes change. Configuration changes with them.
Show us the process you want to fix
Book a session and we will map one of your real workflows into Streamline so you can see it working.