Start with governance
Identify the owner, attorneys, staff, clients, and approved external participants. Define who may view, manage, approve, export, and administer each workflow.
Prepare the environment
Confirm HTTPS, PHP, MySQL or MariaDB, storage, backup retention, email, cron, and provider requirements before production use.
Plan adoption
Configure one workflow family at a time, train responsible users, test with non-production records, and document internal procedures.