Custom workflows
Your workflows. Your systems. Your rules.
Built around how your business actually works. Start with an existing workflow or work with us to configure one around your systems, business rules, and approval steps.
Sample workflow shape
Two ways in
Start from a known shape, or from your own.
Path A
Start with an existing workflow
Close, payables, sales-to-cash, leases, and document capture already have a defined shape. We adjust it to your systems and rules.
See existing capabilities →Path B
Configure one with us
Bring a recurring process that doesn't fit a standard template. We scope it with you, then configure it around your systems and approval steps.
What we scope together →Scoped before deployment
Four things we agree in writing first.
Integrations, access, and approvals are settled before a workflow touches your work.
01
Systems and access
Which systems the workflow reads from and writes to, and the minimum access it needs. Where no direct connection exists, we agree an export or upload path.
02
Business rules
Your coding conventions, thresholds, entity structure, and exceptions, written down before the first run.
03
Approval steps
Who reviews which items, at what threshold, and what happens when they are out. Nothing outside the rules moves without that person.
04
Outputs
What lands where when the workflow finishes: an updated record, a report, a queue for a named reviewer.
Managed together.
Lieutenant and your team share responsibility for setup, exception handling, and ongoing updates. We agree who does what for each workflow.
- Setup
- Exception handling
- Ongoing updates
Your team keeps the decisions and approvals.
What custom does not mean.
- Not an unrestricted self-serve builder. Each workflow is scoped with you before deployment.
- Not a replacement for your judgment. Approvals stay with the people you name.
- Not a promise of every integration. Connections are confirmed for your stack during scoping.
Every engagement is scoped individually; this page describes the approach, not a specific customer result.
Questions
What people ask before a walkthrough.
Can we build workflows ourselves?
Custom workflows are scoped and configured with our team. That keeps integrations, access, and approval steps agreed before anything runs on your work.
What kind of work fits?
Recurring business work with clear inputs, rules, and a person who signs off: coding and routing documents, matching records across systems, preparing reports and schedules.
How long does scoping take?
It depends on the systems involved and how many review steps the workflow has. We give you a plan after the first conversation rather than a generic estimate.
Who owns the decisions?
You do. The workflow follows the rules and approvers agreed in scope, and anything outside those rules is routed to the named person.
Bring the workflow that doesn't fit a template.
We'll walk through your systems, rules, and approval steps, and tell you plainly what it takes.