Matter Created: The workflow begins when a new matter is created and saved. Use this to automate actions like sending welcome emails or creating tasks as soon as a new matter is added.

Matter Updated: The workflow runs when changes are made to an existing matter and saved. Ideal for keeping your team informed or updating related fields when key details change.

Matter Moved to Stage: When you move a matter to the next stage in your pipeline, the workflow will execute. This helps automate actions such as sending reminders or notifying staff when progress is made.

Matter Closed: The workflow will be triggered when a matter is marked as closed. You can use this to send thank-you messages, request feedback, or creating an invoice automatically.

Lead Created: The workflow initiates when a new lead is created and saved. Great for automating follow-ups, sending sms, or starting a sales process immediately.

Lead Updated: This trigger runs the workflow when an existing lead is edited and saved. Useful for tracking changes, updating internal notes, or triggering outreach based on new info.

Lead Moved to Stage: When a lead moves to a new stage, this trigger activates the workflow. Perfect for automating matter creation, scheduling calls, task creation, or generating an intake form.

Client Created: The workflow executes when a new client contact is added. This can help you onboard clients quickly by assigning tasks, sending welcome emails, or sending intake forms.

Task Created: Triggers the workflow when a task is created within a matter. Helpful for setting due dates, reminders, or assigning related subtasks automatically.

Task Completed: This trigger starts the workflow when a task is marked as done. You might use this to Update matter, create time entry, or start the next task in sequence.

Event Created: When you add an event to a matter, the workflow will start. Use this to send calendar invitations, set reminders, or notify the relevant parties.

New Scheduler Appointment: The workflow will begin when an appointment is booked via the Lawcus scheduler. This is useful for automating confirmations, reminders, or follow-up actions.

New Calendly Scheduler Appointment: Similar to the above, but specifically for appointments made through Calendly. Automatically handle scheduling-related tasks like assigning matters or sending prep material.

Intake Form Submitted: When a client completes and submits an intake form, the workflow begins. This helps with instantly processing the form, creating matters or leads, and notifying your team.

User Activated: A designated user manually triggers the workflow when needed. This gives you control to start certain workflows only at specific times or under certain conditions.

eSign Document Signed: The workflow is triggered when a document is signed electronically. Great for automating next steps like updating records, sending receipts, or completing a deal.

New Payment Received: When a new payment is received, the workflow is initiated. Use this to send thank-you emails, convert leads into matters, or automatically add tasks.

Create Matter: Automatically creates a new matter using details you specify in the action template. Helpful when a lead becomes a client and you want to kick off work immediately.

Create Lead: Creates a new lead based on the provided details. Use this to grow your pipeline by adding potential clients automatically.

Update Matter: Modifies an existing matter using the rules or values you define. This helps keep your records current as new information becomes available.

Update Lead: Changes the details of an existing lead. Great for keeping sales or onboarding teams up to date.

Create Person: Adds a new contact to your system using the information provided in the workflow. Useful for automatically saving clients or stakeholders during intake or lead conversion.

Create Company: Creates a new company record. Ideal for Company workflows, where you interact with businesses rather than individuals.

Add Task: Adds a task to a matter and optionally assigns it to one or more users. You can also send email notifications to keep assignees informed.

Send Email: Sends an email to selected recipients. You can add CC and BCC for wider communication, like notifying a client and their assistant at once.

Add Event: Creates a calendar event such as a meeting or hearing. Includes key details like time, participants, and location so everything is organized in one place.

Send SMS: Sends a text message to a mobile number. Great for quick client updates or reminders.

Create Document: Generates a new document from a template and links it to a matter. Ideal for things like contracts, engagement letters, or client agreements.

Send eSign Document: Sends a document for electronic signature. Speeds up the signing process by letting clients sign digitally and securely.

Create Invoice: Automatically generates an invoice based on your template. Saves time and ensures clients are billed promptly.

Generate Intake Form Link: Creates a shareable link to a client intake form. Helpful in collecting essential client info without sending it manually.

Convert to Matter: Changes a lead into an active matter. This helps you move from prospecting to doing legal work seamlessly.

Create Expense: Adds an expense entry to the matter for billing or record-keeping. Helpful in tracking costs like filing fees or travel.

Create Time Entry: Automatically logs billable or non-billable time. Perfect for ensuring time spent is captured for invoicing.

Create Flat Fee: Adds a flat fee charge to a matter. Helps standardize pricing for common services or packages.

Invite Client: Sends an invitation for the client to join your client portal. Enables better communication, document sharing, and task tracking.

Search Matter: Finds an existing matter that matches your criteria, so you can use it in a following action.

Search Client: Looks up a client record based on specific details—helpful for linking actions to the right person.

Search Lead: Locates a lead using filters, making sure your workflow applies to the correct entry.

Filters: Let you define conditions that must be met before the next action executes. For example, only send an email if the matter is in a specific stage.

Logic Conditions: Allow you to create "if-this-then-that" logic, i.e., branches. E.g., If the client type is “business,” send one email; if it's “individual,” send another.

Time Delay: Delays the execution of the following action by a set amount of time. Use this to space out steps, like sending a follow-up email two days after form submission.

Reminders: Set up automated reminders for tasks, invoices, or events. Keeps everyone on track by prompting clients and team members at the right time.

Click on Automation in the menu on the left sidebar.

Under the Workflows tab, click the + Add Workflow button.

Add the Workflow Name and Workflow Description.

Select the Trigger under Trigger Type and select the user who will be able to trigger the workflow from Trigger by dropdown.

Click the blue Continue button to open the task selection page.

Define any actions or tasks that must be completed in the workflow under the Select action dropdown.

Complete the Setup which is different for different actions.

Click Save to create a new workflow with the new action. Or, if you need to create additional actions for the workflow, click Continue + new action to save the workflow and add more actions.