video1.0<iframe src="https://www.loom.com/embed/1712dbda53c84e99b3891d63833e5265" frameborder="0" width="1740" height="1305" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>13051740Loomhttps://www.loom.com13051740https://cdn.loom.com/sessions/thumbnails/1712dbda53c84e99b3891d63833e5265-0db4c720b9692ed1.gif142.165This Loom explains how to initiate and configure a workflow in Alpha, using a Chapter 7 example. You start by clicking Workflows, then Create Workflow, selecting Chapter 7, and choosing a customer or creating a new client by entering name, email, and phone number. The case type selection varies based on Chapter 7, including options for individual or joint, and for joint cases you must enter the spouse’s name, email, and phone number. Next you set invoice settings such as an invoice template, notes, payment method allowances, fee handling, and line items, then proceed through collecting an amount now and assigning an owner and optional attorney. The workflow concludes with a review of the selections you made.