Frictionless professional operations
Co-Flo Enterprise is one, comprehensive platform to optimise, automate and control your professional processes.
Designed for workflows across Professional Services Firms and In-house Corporate teams - Co-Flo works seamlessly with iManage to maximise service delivery, improve productivity and reduce costs.
Natively integrated with iManage. One Tab. One Solution.
Backed by the world's leading technology experts
Co-Flo Enterprise includes all the features you need to optimise and automate your professional workflows
Manage, action and report on Matters throughout your organisation
Co-Flo Matter Management brings Business Process Management (BPM) to Legal & Professional Services, unlocking a new level of profitability for your firm. An easy-to-use interface that matches the specific needs of your business allows you to create, automate and track matter-specific processes - all without leaving iManage Work.
Accurate and comprehensive insights
Co-Flo Dashboards provide a comprehensive view of all that is happening across the business. Intuitive UI allows bespoke dashboards to be tailored to specific business units and client requirements. Best of all – there’s no need to talk to technical support as Co-Flo charts and dashboards can be easily built and modified using our dynamic no-code Designer Interface.
Triage, allocate, prioritise and manage your requests
Co-Flo Request Management is the gateway to automated request processing. The custom-designed web portal makes accessibility to the firm’s legal front door a breeze – for both internal and external clients. The dynamic architecture allows full tailoring of submission requirements for any of your case types, putting an end to back-and-forth emailing. Auto-allocation and prioritisation of the requests is driven by conditional logic according to your business’ unique processes and requirements.
Manage and control clauses, templates, and corporate identities
Centrally manage clauses, sections and document precedents within Co-Flo, while providing easy access for your teams through a Word Add-in. Track usage of specific clauses, ready to identify affected contracts if legislation changes.
Draft documents rapidly with high accuracy and low risk
Documents and correspondence are core instruments in legal services, but legacy word processing and filing systems do little to manage risk and improve productivity. Co-Flo Document Assembly makes drafting documents a breeze - reducing drafting times from hours to minutes while significantly increasing the accuracy and relevance of the final product.
Execute contracts and stay ahead of obligations
Co-Flo allows professionals to create and execute contracts with accuracy and efficiency, using system-driven data population and workflow management. Manage and track contracts automatically through the Contracts Dashboard and alerts to stay ahead of the curve and proactively manage the risk of potential breaches.
Automate sending, tracking and filing documents requiring signatures
Save time on manually monitoring your inbox, waiting for signatures. Co-Flo will let you send documents for signing with your chosen eSignature platform and continuously poll the platform to track signature progress. Set automated reminders for follow-up, or set up a workflow to let you start billable work as soon as a document is signed.
Insights & Resources
Browse our full library of resources on technology and business process optimation