Ready-made workflow templates for document-heavy operations
Turn onboarding, offboarding and contract approvals into traceable cases with stages, owners, documents, tasks and audit history. Start with a template, then adapt the flow to your team.
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What stays visible
Stages, owners and deadlines for every case.
Documents, forms, comments and decisions in one history.
Template links keep the same directory UTM parameters.
Start with the workflows teams ask for first
These templates are built for teams moving work across HR, legal, finance, IT and external participants.
Human Resources
Employee Onboarding Template
Free employee onboarding template with 6 stages, configurable fields, automations and SLAs. Install and start using today.
View templateHuman Resources
Employee Termination Process Template
Free CLT termination process template with 5 stages, access revocation, severance calculations and automations. Use today.
View templateLegal
Contract Approval Template
Free contract approval template with 7 stages, legal review, financial review, thresholds and validity alerts. Install for free.
View templateKeep referral traffic tied to the workflow that brought them in
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