Neodeluxe Process Studio

Neodeluxe Process Studio empowers law firms to design and deploy automated processes easily and intuitively. This platform enables anyone to build automations without requiring coding knowledge or extensive technical development work.

Instead of requesting individual automations, which can be time-consuming, law firms can use Process Studio to quickly configure their own automated processes, adapting them to meet evolving business needs.

The key features of Neodeluxe Process Studio include: 

• Visual Workflow Builder: Create no-code or low-code automations in minutes in a drag-and-drop interface.
• Predictable Pricing: Build automations with transparent costs with no consumption or automation runtime charges.
• Seamless Integrations: Connect with platforms like Filevine, Foundation AI, other Neodeluxe applications, and more.
• Open API: Connect to virtually any system for future-proof, automated processes.

Where Process Studio Makes the Biggest Impact

• Workflow Chains
  Automate multi-step processes. For example, when a litigation prep task is completed in Advanced Task Management, automatically update the case’s phase to Litigation, notify clients through the Client Portal, and add the litigation team to the case.
  
  
• Data Entry
  Automatically populate client information from intake forms to create pre-filled case files.
  
  
• Calculations & Calendar Management
  Calculate and populate deadline dates in the case based on a specific date, such as the date a lawsuit is filed.
  
  
• Client Intake & Onboarding
  Automate welcome emails, intake forms, consultation scheduling, and appointment reminders for new clients.

How to Access Process Studio

Accessing Neodeluxe Process Studio is straightforward:

1. Log in to Neodeluxe and click the Process menu.

Process Studio Dashboard 

Once in the Process menu, you will find the following options:

How Process Studio Works

Process Studio operates on these key principles:

• Triggers
  Define the event that will start a process within a specific application.
  
  
• Actions
  Chain together actions across different applications to create powerful processes.
  
  
• Logic
  Use conditionals to create complex workflows.
  
  
• Monitor
  Track performance metrics to gain data-driven insights.