Legal services

Legal services workflow software built for firms that run on process

Q: How does Process Street help law firms run more efficiently?

We turn recurring legal workflows into structured, automated processes, so teams can execute faster, reduce admin time, and stay compliant.

Q: Can I use this for specific practice areas like M&A or immigration?

Yes. You can build workflows that match your firm's process, whether you focus on high-volume cases or high-stakes transactions.

Q: Is Process Street secure for legal data?

Yes. We're SOC 2 Type II and ISO 27001 certified. All workflows, files, and data are encrypted, access-controlled, and audit-ready.

Q: Does it support document management and approvals?

Absolutely. You can route documents for review, track edits and approvals, and maintain version control across matters.

Q: Do I need IT to manage workflows?

No. Process Street is fully no-code. Legal ops, admin, or attorneys can build and update workflows directly.

Q: Does this work for both small and large firms?

Yes. Our platform is flexible enough for boutique firms and scalable enough for multi-office legal teams.

Process Street helps legal teams automate repetitive workflows, manage documentation, and deliver consistent, compliant service, whether you're handling high-volume matters or complex transactions.

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Trusted by more than 3000 companies

Compliant teamwork, one platform

From client onboarding and document review to policy enforcement and internal audits, Process Street gives law firms and legal ops teams one platform to standardize operations and scale without sacrificing control.

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Client intake & conflict checks

Automate new client onboarding, conflict screening, and engagement letters with structured workflows and built-in approvals.

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Practice-specific matter workflows

Run repeatable workflows across immigration, estate planning, divorce, M&A, or corporate matters, customized to your firm's process.

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Document versioning & approval tracking

Route contracts, pleadings, and filings for review. Track redlines, approvals, and signature completion in one place.

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Compliance & audit prep

Assign internal compliance tasks, track documentation, and log every step to stay audit-ready for clients or regulators.

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Meet Cora,
your AI compliance agent

AI-powered compliance, policy, and workflow automation, always up-to-date, always audit-ready.

Creates policies Instantly generate ISO, SOC 2, and HIPAA-compliant policies.
Builds workflows Transform static documents into actionable, trackable workflows.
Monitors regulations Stay ahead of regulatory changes with real-time updates.
Audits automatically Cora flags compliance gaps and keeps your documents aligned.

Compliance isn’t static anymore.

With Cora, your policies, procedures, and workflows stay living, dynamic, and audit-ready automatically.

Discover how Cora works

Outside counsel & vendor onboarding

Standardize onboarding for outside counsel, expert witnesses, or vendors, capture required documentation and automate workflows.

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Policy distribution & acknowledgment

Distribute internal policies, automate acknowledgment tracking, and manage annual re-certifications across the firm.

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Employee onboarding & training workflows

Onboard new attorneys, paralegals, and staff with automated task lists, system access steps, and training assignments.

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Employee onboarding & training workflows

Legal calendar & docket management

Assign calendar events, track deadlines, and automate follow-ups across litigation, transactional, and advisory teams.

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Frequently asked questions

Can't find the answer you need? Contact our support team.

How does Process Street help law firms run more efficiently?

Can I use this for specific practice areas like M&A or immigration?

Is Process Street secure for legal data?

Does it support document management and approvals?

Do I need IT to manage workflows?

Does this work for both small and large firms?

Unwavering security & compliance

Your data's security and privacy are our top priorities. We adhere to the strictest data protection and compliance standards, allowing you to concentrate on delivering unmatched client value.

Data protection & security

ISO27001 compliance

Process Street is ISO 27001 certified, confirming compliance with global standards and a strong commitment to protecting customer data through audited, continuously monitored security controls.

Data protection & security

SOC 2 Type II compliance

Process Street has passed a SOC 2 Type II audit, confirming that it meets various criteria for safeguarding customer data. An independent external auditor has verified the effectiveness of the controls implemented by Process Street.

Healthcare information privacy

HIPAA compliance

HIPAA, a federal law, safeguards patient health information. Process Street's robust security measures include the option for a Business Associate Agreement upon request, ensuring HIPAA compliance.

Data protection & security

AWS CIS compliance

The CIS AWS Foundations Benchmark provides security best practices for AWS environments. Process Street's compliance ensures a secure cloud infrastructure by following established guidelines for configuration and monitoring.

EU Data protection & privacy

GDPR compliance

The General Data Protection Regulation (GDPR) is an EU law designed to protect the privacy of individuals and businesses in the EU economic area. It establishes rules for how personal data is collected and handled. Read our GDPR statement

Data protection & privacy

CCPA compliance

The California Consumer Privacy Act (CCPA) gives California residents more control over their personal data, including rights to access, delete, and opt out of data sales. Process Street ensures compliance through transparent practices.

Security & privacy

Artificial intelligence

Your data is never used to train AI models. Any data read or created by a workflow is exclusive to that particular workflow instance and cannot be accessed otherwise, even from within the same organization.

Data sovereignty & infrastructure

Data residency & private cloud

Choose where your data is stored with support for US, UK, Canada, EU, and UAE regions. Customers can also opt for private cloud deployment in their own VPC for maximum control and security.

Backed by happy clients

With Process Street we've been able to bring documentation to life… allowing us to adapt processes quickly, improve governance and achieve consistent results