Use cases
What firms actually use Streamline for
Each use case maps to a capability that is already live in the product — nothing here is a roadmap item.
Running recurring client obligations
Monthly and annual obligations sit on a diary so deadlines stay visible.
Allocating work with owners and due dates
Every piece of work has one person responsible and a date it is due.
Task-centred communication
Conversations stay attached to the task they belong to, not in an inbox.
Answering "where is this?"
Progress tracking replaces the phone call asking for a status update.
Turning your process into workflow steps
Scripted steps mean work follows your process every time.
Custom forms and fillable PDFs
Capture exactly the information a job needs, in the format you already use.
Generating the documents a job requires
Documents are produced from information already captured against the task.
Logging time against the work
Time is recorded as work happens, not reconstructed at month end.
Reporting on workload, progress and history
Dashboards for running the practice, not just the individual jobs.
Working from a phone or tablet
Log in and keep working when people are out of the office.
Want to see one of these on your own work?
Bring a process you run today and we will walk through it in Streamline.