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What is SmartFlo?

SmartFlo adeptly navigates a virtual "Job Bag" through a specified process model, effectively connecting project and job data with the digital files being exchanged, while providing secure, role-specific access for designated team members. Furthermore, it equips enterprise IT with a Business Process Management (BPM) server that features Digital Asset Management (DAM) capabilities, which can be seamlessly integrated with a variety of enterprise systems and SaaS platforms via RESTful APIs. Built upon an open-source framework, SmartFlo employs a service-oriented architecture and is compatible with both Oracle and MySQL databases. This cutting-edge platform aims to empower organizations with a no-code solution, streamlining the digital transformation of workflows tailored to a wide range of business requirements. By automating the flow of digital files, SmartFlo fosters improved collaboration and operational efficiency in workflow management, ultimately enhancing productivity across the entire organization. Its comprehensive features ensure that teams can work more effectively together, adapting to evolving business challenges with ease.

What is BigHand Workflow Management?

BigHand Workflow Management acts as a highly effective tool for task delegation, ensuring that responsibilities are assigned to the right support staff at the most cost-efficient rate for the law firm, while also monitoring progress until tasks are finalized. Management can leverage detailed output reports to understand vital metrics such as types of work, workload volume, resource capacity, and productivity levels, aiding in strategic decisions concerning resource management. The platform features adaptable forms specifically designed to address the varied support task requirements of law firms, offering both single and multi-step workflows for efficient task assignment to the most cost-effective resources. Users have the ability to record concise voice notes, add comments, or attach pertinent files for transcription, enhancing communication and clarity. A dynamic feed displays all active support tasks, providing users the capability to sort and filter based on multiple criteria, including work type, assigned personnel, priority, due date, author, and matter. Every task completed by a support team member is automatically tracked for time management, ensuring precise documentation. Furthermore, the system presents real-time and historical analytics on backlogs, throughput, service quality, and overall support team efficiency, equipping law firms with the insights needed to enhance their operations and service provision. This all-encompassing tool not only boosts operational effectiveness but also promotes a culture of collaboration within the firm, ultimately driving better outcomes for clients. By integrating these features, law firms can achieve a higher level of productivity and service excellence.

Media

Media

Integrations Supported

NetDocuments
iManage

Integrations Supported

NetDocuments
iManage

API Availability

Has API

API Availability

Has API

Pricing Information

$18 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

CHALEX

Date Founded

2002

Company Location

United States

Company Website

chalex.com/smartflo/

Company Facts

Organization Name

BigHand

Date Founded

1995

Company Location

United Kingdom

Company Website

www.bighand.com/en-us/our-solutions/workflow-management/

Categories and Features

Workflow Management

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Categories and Features

Workflow Management

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

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