Domain
A practice area your firm works in — Tax, Audit, HR, Legal, Loans, etc. Turning a domain on activates the flows built for it.
Flow
A pre-built template that defines the document checklist for a specific use case (e.g. “Statutory Audit”, “Employee Onboarding”). You run a flow by creating a case from it.
Custom Workflow
A flow you build yourself for a requirement that isn’t in the built-in set. Once saved, it’s a reusable template your whole team can use.
Case
One instance of a flow, for one customer. A case is the unit of work — created, tracked, reviewed, closed.
Party
A participant in a case. Most cases have one party (the client). Multi-party cases — common in legal and loans — have several (e.g. borrower + co-applicant + guarantor), each with their own document checklist.
Entity / Client
The person or organisation a case is attached to. Clients are individuals; Entities are organisations (Pvt Ltd, LLP, Partnership, etc.). Stored once, reused across cases.
Document
A single file the client is expected to upload (PAN, GST certificate, bank statement). Each document moves through its own lifecycle: Awaiting Upload → Uploaded → Approved / Rejected.
Assignee
The team member responsible for moving a case forward. Cases can be reassigned at any time without affecting access — every team member can still view and act on a case.
Timeline
The chronological audit trail of everything that happened on a case — created, document uploaded, validated, approved, reassigned, completed.
How they fit together
A typical engagement, in plain English:1
You activate a domain
For example, Tax. This makes the tax-related flows available on the Flows page.
2
You pick a flow
For example, ITR Filing. The flow defines the document checklist — PAN, Form 16, bank statements, etc.
3
You create a case from that flow
You pick the client (or entity), set the deadline, and send the request. The case is now live.
4
The client uploads documents
Each document moves through its own lifecycle. The timeline captures every event.
5
You complete the case
All documents approved, case marked complete. The full case file is downloadable as a bundle.