Workflow

Automate your firm’s processes and keep every project moving efficiently

ATOM’s Workflow feature connects your firm’s daily tasks, deadlines, and communications into one seamless system. From onboarding to filing, every step follows a clear process that saves time, reduces errors, and keeps your team aligned.

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With Workflow, you can:

Automate Repetitive Tasks

Let ATOM handle the routine work

Set up recurring workflows that automatically generate tasks, assign team members, and trigger reminders. Spend less time managing projects and more time getting work done.

Standardize Every Process

Create consistency across your firm

Design templates for your core processes so every client experience is smooth and predictable. ATOM helps you maintain accuracy while keeping your team on the same page.

Track Progress in Real Time

Stay ahead of every deadline

Monitor your firm’s workload at a glance. See which workflows are in progress, completed, or waiting for review — all updated automatically as your team works.

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Work Smarter, Not Harder

Turn Complexity Into Clarity

ATOM gives you the structure to manage complex processes without the chaos of spreadsheets or email chains. Every step, owner, and deadline is organized in one place, helping your team stay focused and productive.

Flexible and Scalable

Built to Fit Your Firm

Customize workflows to match your firm’s unique processes. Whether it’s onboarding new clients, managing returns, or tracking payroll, ATOM adapts to your needs as your firm grows.