There might be instances where you want to send emails based on some events on Lawcus and instead of manually sending the emails, you want to automate the process. To automate the Send Email action, use the following guidelines to set up the template.
Note that any fields denoted with a red asterisk* require a value.
Steps to Configure the Send Email Action
Let's take an example where the “Send Email” action is triggered when a matter is moved to a new stage.
Go to
Automationon the left and click on+ Add Workflowto configure.Add the
Workflow NameandWorkflow Descriptionto identify them later.
Select
Matter moved to stageas theTrigger. If you are looking forward to any particularPipelineor/andStage, select them underSetupand click onContinue.Under
Select actionfield, chooseSend Emailaction and click onNext.Select the teammate from whom the email is to be triggered. Simply click on the
From teammatefield, and click onUse matter value from triggerunderCustomtab to select dynamic fields. Further, select,Matter originating attorneyorMatter responsible attorneybased on your requirements.
To select a particular teammate, click on
FROM TEAMMATEtab and search and select the teammate from the available list.Select the recipient by clicking on the
Recipientfield. Under theCustomtab, click onUse Matter value from triggerand select the appropriate recipientDynamic Fieldfrom the dropdown options.To select a particular recipient, click on the
RECIPIENTtab and select the user from the available options. Note that this particular option is used to add Personalized Emails to send email automation action. If the email is not available in the dropdown, simply type the full email and address and click on Enter on your keyboard to add the email as recipient. You may also click on the message displaying the new email address to add it to the field.Use 'Add recipient', 'Add CC' or Add BCC' options to add multiple recipients, CC Recipients and BCC Recipients respectively. Note that you need to click on them multiple times to select the recipients based on the number of recipients.
Add a Subject for the email under
Subjectfield and also add the body of the email underMessagefield. Click onUse Email Templatebutton to select a pre-defined email template, select the template from theSelect Email Templatedropdown option, and finally click onCopy Email Template contentto copy it directly on the Subject & Message fields with pre-defined styles and texts.If you are adding Subject & Message manually, do not forget to utilize
Use Matter value from triggerto populate dynamic values.Keep the
Attach default signaturecheckbox selected if you wish to add your default signature as the signature for the email.Drag and drop files on
Drag your file here, or select a fileto attach a file. You can also click on this button to select files from your system.Finally, click on the
Savebutton.
It is much easier to generate a document from a template and share it with the recipient through the same email. You need to select the Create Document action in the previous step and select the desired template and dynamic values. Such documents generated in the previous step can directly be attached to the email. To do that;
Go to the
Attach document from the previous stepfield and click on+ Button.Click on the
Use Document Data from Stepbutton and select theDocument.
FAQ Section
FAQ1: Which email does a workflow use to send automated emails?
Answer: Workflows in Lawcus use the email connected to your Lawcus account; either your integrated email or the one linked to your profile.
FAQ2: Which email address is used to send out automated emails If I don't integrate any?
Answer: Email integration is currently necessary to send automated emails. If you don't integrate an email address, the emails won't be sent out.
FAQ3: If I use automation for sending emails, will it automatically use the email account integrated with Lawcus?
Answer: In Lawcus, we provide you with the flexibility to choose the email account from which your automated emails are sent. This feature empowers you to select a specific email address that is integrated with Lawcus, ensuring that your automated emails are sent from the exact source you desire.
It's important to note that this email account selection isn't limited to a single user. Any user who has integrated their email with Lawcus can take advantage of this feature, further enhancing the versatility and applicability of your email automation.
FAQ4: Can I use matter name in automated emails instead of client name?
Answer: You can use the matter name in automated emails instead of the client name.