#1 Learning Module: Get Started with Neodeluxe Process Studio

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A. Learning Objectives

By the end of this module, you’ll be able to:

  • Understand what Neodeluxe Process Studio is and why it matters for law firms.
  • Identify common use cases where automation can save time and reduce manual work.
  • Access and navigate the Process Studio dashboard.
  • Recognize the key components behind every automation: Triggers, Actions, Logic, and Monitoring.

B. What Is Neodeluxe Process Studio?

Neodeluxe Process Studio is a no-code/low-code automation platform that empowers law firms to create and manage automated processes — no coding required. This means your team can build automations without waiting for IT support. They can also quickly configure processes that adapt to evolving business needs.

  • Key Features
    • Visual Workflow Builder – Create automations with a drag-and-drop interface.
    • Seamless Integrations – Easily connect to Filevine, Foundation AI, and other Neodeluxe apps.
    • Open API – Customize and connect to virtually any external system.
  • Why It Matters

Instead of relying on developers to build custom automations, legal teams can quickly create and adapt automated processes themselves, saving time, reducing overhead, and keeping up with business changes.

  • Process Studio Biggest Impact:
    • Workflow Chains - Automated multi step processes.
    • Data Entry - Automatically populate information from intake forms.
    • Calculations & Calendar Management - Calculate and populate key dates.
    • Client Intake & Onboarding - Automate welcome emails, intake forms, scheduling and remainders.

C. What You Need to Know

Every automation in Process Studio uses the same four core elements. Here’s a breakdown:

Element What It Does How It Works Example
Trigger Starts the automation Listens for a specific event in a 3rd party system “When a new case is created in Filevine…”
Action Performs tasks Executes tasks after trigger fires “Send a welcome email”
Logic Adds conditions Defines branches and decisions “If case type is ‘Litigation,’ assign Team A”
Monitor Tracks performance Logs, runs, and errors “Track how many processes failed this week”

💡Tip: Think of it like this…

  • Triggers start the process
  • Actions do the work
  • Logic decides the path
  • Monitor tracks the results

D. Hands-On With Process Studio

Let’s get you inside Process Studio for the first time. Step-by-Step:

  1. Log in to your Neodeluxe account.
  2. Click the Process Studio (Beta) menu in the navigation bar.

That’s it—you’re in!

E. What You Will Find

 Once you access Process Studio, you’ll find these main menus:

Menu What It’s For
Dashboard Quick overview of active processes and system activity
Processes Where you create and edit processes
Triggers Set up events that start your processes
Lookup Tables Lookup Tables store reference data for easy use in processes
Executions View logs and troubleshoot issues

F. You’ve Learned

  • What Process Studio is and how it helps law firms
  • Key areas where automations can save time
  • How to access the dashboard and understand its menus
  • The four core automation components

Next Module: Navigate the Process Studio Dashboard Menu.

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