Workflow IQ transforms how your team interacts with your case management system by providing instant, accurate answers about your specific configuration and processes. This intelligent assistant combines your firm's unique setup, internal processes, and organizational structure with comprehensive system documentation to deliver perfectly tailored support.

Unlike generic help systems, Practice Assist Agent understands your exact system instance - from custom field configurations to specific workflow automations. It can answer questions about established processes, guide users through new features, and provide refreshers on rarely-used functions. Whether someone needs help with daily tasks or is exploring advanced features, they'll get accurate, contextual assistance instantly.

Stunning Features:

• Personalized Support Access

• Instant Answer Technology

• Smart Documentation Search

• Configuration Awareness

• Team Structure Integration

• Update Recognition

• Documentation Linking