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Process Studio
Features

Trigger Processes Whenever, Wherever

Start processes instantly when key events happen in your applications with customizable triggers:

  • Trigger processes in real-time via webhook, ensuring immediate responses.
  • Advanced polling triggers provide flexible starting points.
  • Advanced filters let you trigger processes only when certain criteria are met in the application.
Explore App Directory

No-Code Visual Builder

Automate your processes with a drag-and-drop, visual interface.

  • Use a visual editor designed for legal teams—no technical expertise required.
  • Select actions for individual items or repeat across multiple records in a list.
  • Choose from prebuilt connector actions or manipulate data using built-in tools.
Explore Prebuilt Actions
Powerful Built-In Actions

Powerful Built-In Actions

Use Process Studio connector actions or built-in tools for everything from calculations to text cleanup.

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Text None

  • Format strings
  • Slice or split text

    • Email None

  • Send custom email messages

    • Lists None

  • Get elements from JSON
  • Get item by index
  • Map lists to strings

    • Dates None

  • Calculate date differences
  • Convert dates to strings
  • Get age or current date/time
  • Update dates

    • Math None

  • Multiply values
  • Add up totals

    • Lookup Tables None

  • Insert, delete, query, update, and retrieve structured data

    • Stay in Control at Every Step

    Operations Dashboard

    See What’s Happening in Real Time

    Get a complete view of process activity—what’s running, what’s failing, and usage statuses— so you can make informed decisions fast.

    • Live process monitoring shows successful and failed jobs as they happen.
    • Success vs. failure charts highlight performance trends over time.
    • Plan usage indicators help manage limits.
    • At-a-glance metrics on active processes, triggers, and job counts keep teams aligned.

     

    Execution Logs

    Drill Down Into Your Process

    Quickly identify issues and confirm your automated processes are running the way they should be.

    • Detailed logs for each run.
    • Searchable JSON logs with timestamps and outcomes.
    • Ideal for audit and error resolution.

    Import & Export

    Reuse and Replicate with Ease

    Share processes across teams or reuse them in different workspaces without rebuilding from scratch.

    • One-click export/import via JSON for seamless sharing.
    • Customize processes to fit different teams, clients, or contexts.
    • Move faster by building once and reusing everywhere.

    AI-Generated Summaries

    Instant Clarity, Powered by AI

    AI-generated summaries explain exactly what each process does, so anyone can understand and act with confidence.

    • View a plain-language summary of each process.
    • Useful for collaboration, onboarding, and handoffs.
    • Know what happens and why, without digging into each action.

    Ready to Automate at Scale?

    Request a Demo

    Features by Plan

    Features

    Startup

    50 Processes

    Pro

    50 Processes

    Enterprise

    200 Processes

    Actions

    Item Level Actions

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    List Level Actions

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    Triggers

    Webhook Triggers

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    Polling/Time-Based Triggers

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    Advanced Trigger Filters

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    Core Functionality

    Logic: If/Then Conditions

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    Logic: Looping

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    Lookup Tables

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    Support

    Support Level

    		 Basic Priority Priority + SLA

    Process Consulting

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    Enterprise Security Trusted By Legal Teams

    Single Sign-On (SSO)

    Single Sign-On (SSO)

    Multi-Factor Authentication (MFA)

    Multi-Factor Authentication (MFA)

    Role-Based Permissions

    Role-Based Permissions

    Explore the Power of Process Studio

    Process Studio Overview View Connector Directory Get Early Access Today

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