Guides
How it works
openFlow is built around workflows—repeatable, multi-step processes—so recurring client work can run on a schedule, not from memory. Pick a topic below; each page is short and concrete.
Workflows vs ad-hoc tasks
Automation vs task-based tools: when multi-step workflows replace manual work, and the ROI shape for a typical practice.
ReadBuild your own workflow
Start from a template or blank canvas, define steps and ownership, and adapt as your firm evolves.
ReadTemplates vs custom
Ship fast with templates, then shape workflows to match how your company actually runs.
ReadPeople across domains & bottlenecks
Handoffs across functions, one shared flow, and where work piles up before you fix the process.
ReadReminders, status & documents
Notifications, progress, and files tied to the same run—so nothing lives only in inboxes and chats.
ReadReady to try it?
Sign in to design workflows, connect the people involved, and see progress in one place.