# Lattney - Workflows

> Build clear, step-by-step workflows your team and clients can follow. Collect data, manage approvals, and automate busywork with Lattney.

Source: https://lattney.com/workflows

## Workflows built for small and growing teams

Powerful enough to run your business, simple enough to use every day.

[Get Started](https://app.lattney.com/registration/new)

### Create workflows visually

Create your entire process with an intuitive visual builder that shows every step and transition at a glance, no coding required.

### Create once, use again

Turn your best processes into reusable templates with connected steps and built-in logic for consistent clear execution.

### Clear ownership at every step

Give your team complete clarity on who does what and when, with real-time updates across every workflow.

## Handle internal or external processes in one place

Give every project a structured, professional experience your clients and team can trust.

### Complete visibility

Manage contacts, tasks, notes, workflows and client portals in one unified system. No more jumping between spreadsheets and inboxes.

### Work that actually flows

Standardize how work is done, reduce mistakes, and keep every process consistent across your business with Lattney CRM + Workflows.

### Deliver a professional experience

Whether it’s internal teams or external users, give people a clean, predictable process that feels organized and reliable.

## Ready-made workflows for your industry

You shouldn't have to build your business processes from scratch. Lattney includes workflow templates built for teams that rely on reviews and approvals.

Whether you are onboarding a new client, reviewing a professional proposal, or signing off on a completed job, each workflow gives you a clear, repeatable process to follow.

- [Hiring](https://lattney.com/workflows/hiring)
- [HVAC](https://lattney.com/workflows/hvac-home-service)

## Defined responsibility, built into the workflow

Professional teams depend on clear reviews and sign-offs to protect quality and reduce risk. With Lattney, each workflow has a clear owner, so responsibility is always visible and reviews can happen at the right moment, without slowing work down.

[Learn How-To-Get-Started with Workflows](https://lattney.com/how-to)

## Clear visibility, without the meetings

As teams grow, too much time is lost to status updates. Lattney gives you a single view of every active client workflow, showing the current step, who owns it, and what happens next, without meetings or follow-up emails.

## Private & Secure

Lattney is engineered with industry best practices. Security and privacy are a core feature.

- Your data is always encrypted
- Your data is always available just to you

## Build the exact structure your team needs

Our workflows are ready to use on day one. Add steps, change fields, or build something completely different. Lattney adapts to how your team works.

### Use a template or start fresh

Use a template as-is, add your own steps, or design a workflow from scratch to fit your needs.

### Add fields and owners

Collect the information you need at each step. Define who's responsible for reviews and decisions.

### Run processes with full visibility

Each process moves through with full visibility. See status, history, and next actions at a glance.

[Start your first Workflow](https://app.lattney.com/registration/new)

## One platform. All your workflows.

- No credit card required
- Fast and easy onboarding

[Start Free Today](https://app.lattney.com/registration/new)