A custom workflow tool inside the portal. The idea is to make it easier to automate repetitive tasks and keep things moving without having to do everything manually.

Here’s is an example or ideal to help it explain more what I am talking about.

Trigger-based actions: The ability to kick off workflows based on what a client does like submitting a form, changing status, or hitting a key date.

Conditional logic: Using “if/then” rules to customize the path based on their inputs or profile details.

Multi-step sequences: Automating follow-ups like sending emails, updating records, assigning internal tasks, or notifying team members.

Visual builder: A drag-and-drop interface to easily map it all out, make edits, and understand how everything connects.