Powerful workflow tools put you firmly in control of your processes, giving guidance to staff and reassurance to the practice.

No matter what types of law you deal with, our leading-edge workflow tools enable you to automate and streamline processes wherever possible, whilst maintaining the very highest levels of client care.

Drive productivity. Ensure compliance. Achieve more.

Sales Workflow Chart

How can Enterprise Workflow help your business?

Implementing digital workflows will dramatically improve your business.

As anyone working in a law firm will know, no legal process can be completed by simply following a checklist. Insight Legal understands that it is much more varied and complex than that, with a combination of fee earner expertise, supervision and admin work required. The right things, done by the right people, at the right time.

The workflow capabilities of Insight Legal Enterprise create a supportive and, if necessary, guiding framework for your law firm staff. 

A workflow ensures that tasks are set and completed when needed, that escalations happen as and when required, that actions are taken automatically where processes can be automated, and – importantly – that the right balance of flexibility and control is applied.


In an increasingly competitive market, every Conveyancer needs to be working at optimum efficiency and saving time wherever possible


Family practitioners can streamline case handling and get more done in less time whilst maintaining the very highest levels of professionalism and client care


Ensure no deadline is missed and no question goes unanswered, with a sophisticated process flow map that supports the way you want to be working


Work smarter and more efficiently whilst still maintaining the care and attention needed when dealing with Wills, Probate and Powers of Attorney

How can Enterprise Workflow help your business?

For firms looking for an out-of-the-box solution, we have a number of Enterprise workflows readily available. These come with the flow of questions, tasks and decision-making prompts already in place, and with a library of templates and precedents too. We all know, of course, that there is no ‘one size fits all’ for law firms, so even our prebuilt workflows can be entirely customised to fit the way you work.

  • Reduce delays by speeding up processes
  • Automate actions where possible, using your time and expertise where it’s most needed
  • Ensure the workflow path is clearly defined with Task actions for self and others, along with timely reminders
  • Reduce risk by clearly defining actions and responsibilities, with in-built escalation processes to ensure compliance
  • Effortlessly capture all time spent with automatic time recording as defined by you
  • Maintain a complete electronic case file with no effort, as emails and documents automatically save instantly to matters
  • Streamline outside processes such as ordering property searches, with inbuilt steps at the relevant point of a case
  • Integrate all areas of the system for truly streamlined working, with legal forms, creation of diary appointments, posting requests and much more, all available as workflow steps
  • Ensure staff have the relevant guidance and all the necessary tools at their fingertips, even when working remotely

For firms who deal in more specialised areas of law, require different processes or simply don’t want that level of system interaction, there is also the option of creating your own workflows for entire cases or just specific parts.



data migration

Data Migration

For a practice choosing a new system, it is imperative that data from the old system can be brought forward to the new one. We are experts in data migration from over 40 different systems.

project management

Project Management

Insight Legal is an award-winning software solution, supported by a dedicated team of people on hand to work alongside you to plan a bespoke transition according to your exact needs.

training symbol


Our Training is designed around the needs of your people and practice. Training doesn’t stop after the implementation phase – it’s available whenever and wherever you need it.

Platform and Deployment

Firms can choose between storing data entirely on premise, in the cloud or a mixture of both. This combination of apps and flexible deployment means users have a responsive, easy to use system.


Many software companies charge an additional fee for their support service on top of the licence cost. With Insight Legal, software support is included in the price that you pay.


Many software companies charge an additional fee for their support service on top of the licence cost. With Insight Legal, software support is included in the price that you pay.



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01252 518939.
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