How it works
Work goes in as a task and comes out as a finished, recorded job
Streamline is built around one idea: if the task is the centre of communication, then the record of the work keeps itself.
1A task is raised
Work enters the system as a task with an owner, a due date and the client or matter it belongs to. Nothing depends on someone remembering to write it down later.
2The right people are told
Notifications go to whoever the task now sits with. The conversation about the work happens on the task, not in scattered emails.
3Your workflow runs
Scripted steps and forms move the task along your process. Conditional questions and fillable PDFs capture exactly the information the next step needs.
4Documents are produced
The information already captured is used to generate the documents your process requires, instead of being retyped into a template.
5Progress and time are recorded
Time is logged against the task as work happens. Status updates as steps complete, so nobody has to chase for an answer.
6You see the whole picture
Dashboards and reports show workload, progress and history across people, clients and periods.
Everything included
Task-centred communication
Every conversation is attached to the task it belongs to, so nothing lives only in someone's inbox or head.
Notifications and progress tracking
People are told what needs to be done, and you can see where each item stands without asking.
Workflows and forms
Scripted steps and custom forms, including fillable PDFs, so work follows your process every time.
Document generation
Produce the documents your process requires from the information already captured against the task.
Reporting and dashboards
See workload, progress and history across people and clients.
Time logging
Record time against tasks as work happens, not from memory at month end.
Mobile access
Log in and keep working from a phone or tablet.
Diary and deadlines
Recurring and dated obligations stay visible instead of slipping.
Streamline runs in a web browser and on mobile, so people can work from the office, from a client's premises or from home without installing anything.
Walk through it with your own work
Bring a real job your team runs every week and we will show you how it would move through Streamline.