Go to Dashboard
Explore ActaFlow
Product
AutomationsCreate and run workflows without code.TeamCoordinate tasks and share results.MarketingFind contacts and prepare campaigns.EnterpriseConnect AI and data in your infrastructure.Security and controlManage access, permissions and approvals.Use casesExamples by industry and task.
Sign in
Go to Dashboard →

Professional practices.

Upload the file's attachments. ActaFlow lists the missing documents, compares versions and dates, and prepares the requests to send to the customer.

View the examplesDescribe your problem

A few examples for your industry.

Finding and requesting a case's missing documents

ActaFlow compares the attachments with your checklist and prepares the email with the documents to request from the customer.

See how it works
Start from
  • Checklist of documents required by the practice
  • Attachments received from the customer
Get

Email requesting documents from the client

With review by the person responsible
An example you can configure in ActaFlow

Finding discrepant dates in the documents of a case

Upload the contract, attachments and emails. ActaFlow reports the dates for the same event and flags any that don't match.

See how it works
Start from
  • Documents and emails relevant to the case file
  • Event or deadline you want to verify
Get

Summary of verified dates

With review by the person responsible
An example you can configure in ActaFlow

Preparing data and documents for a new client case

ActaFlow summarises the client's request, lists the documents to request and proposes who should prepare the case file.

See how it works
Start from
  • Initial request and client attachments
  • The practice’s case-opening checklist
Get

Gathering and preparation assigned

With review by the person responsible
An example you can configure in ActaFlow

Prepare a client update on the status of the case

ActaFlow reconstructs the documented activities and gathers colleagues' updates to prepare a response to the client.

See how it works
Start from
  • Selected case documents and notes
  • Relevant emails or authorised Gmail conversations
Get

Draft client update

With review by the person responsible
An example you can configure in ActaFlow

Preparing the file and open activities for the colleague taking over

ActaFlow brings together documents, open activities and updates from the outgoing colleague into a note for whoever takes on the case.

See how it works
Start from
  • Selected case documents and correspondence
  • Handover checklist and notes on the assignment
Get

Handover note with file index

With review by the person responsible
An example you can configure in ActaFlow

Reconstructing the activities carried out for a client activity report

Upload the engagement, work products and handover communications. ActaFlow prepares a timeline of activities for you to verify for the client activity report.

See how it works
Start from
  • Letter of engagement and written agreements
  • Work products and handover communications
Get

Draft activity statement

With review by the person responsible
An example you can configure in ActaFlow

Is your problem different?

Describe a task. AI will suggest a concrete way to approach it with ActaFlow.

Loading chat…

One free question. Use example data without confidential information.

Create your workflow in chat.

Describe the task and add the documents you use every day. Check the steps suggested by ActaFlow and give it a first try.

Create your first workflow

Manage your cookie preferences. Technical cookies are always active because they are necessary for the service to function.