Lawcus offers a convenient way to automate your processes through pipelines. With Lawcus, you can effortlessly establish default tasks and events for each pipeline stage. When you change the stage of a matter, the system will automatically generate these tasks and events for you.
Adding an Auto-Tasks List.
To set auto-tasks list.
Click on the "Matter" tab on the left-hand menu.
2. Scroll to the stage where you want to set up the "Tasks list"
3. Click the three dots on the stage and then click on the Tasks list.
4. Click on “Add task” and enter the necessary details, such as Task Name, Description, Due In, and more, and then click on “Save.”
By following these simple steps, you can effortlessly automate your pipelines, ensuring that tasks seamlessly integrate into each pipeline stage. This not only saves you valuable time but also streamlines your processes within Lawcus.