Tags help organize leads, matters, contacts, and events in line with your firm's standards. They enhance workflow automation by supporting entry/exit rules, logic conditions, and filtering.
How Tags Work in Workflows:
As Triggers: Tags can initiate workflows when leads or matters are created, updated, moved, or closed.
As Actions: Tags can be used to create or update records, send emails, generate invoices, and more.
Steps to Use Tags to Create Workflow Entry Rules
Let’s understand this with the following example: In this sample automation, an email is sent to notify a client when a file has been created for their new matter. The Matter Created event triggers the workflow, while Matter Tags are used to define entry rules. To create entry rules using tags, follow these steps:
Go to
Automationand click on the+ Add Workflowbutton under theWorkflowtab.Enter the
Workflow NameandWorkflow Descriptionfor your workflow.Select
Matter CreatedTrigger type.In the
EntryRulessection, click onAdd Condition.Select
Matters tagsunderField, setField condition, and select the desiredValue. You can use theOR Operatorto select multiple values. Then clickContinue.
Choose
Send Emailas the desired action underSelect actionand click onNext.Setupthe email action by specifying the teammate and recipient name, email subject, and message. Follow this to understand Send Email Action better. ClickSaveto finalize.
Steps to Add Tags to Matters with Workflow
Let’s understand this with the following example: This sample workflow automatically updates new matters that are moved to a specific pipeline stage by adding relevant tags and additional information. To automate the process of adding tags to matters, follow these steps:
Go to
Automationon the left and click on+ Add Workflowunder theWorkflowtab.Enter the
Workflow NameandWorkflow Description.Choose
Matter moved to stageas theTrigger typeandSetupthe desiredPipelineandStage. ClickContinue.Set up the
Update Matteraction and click onNext.Complete the
Setupby specifying the updates you want the workflow to apply, such as tags, responsible attorney, and hourly rate. UseMerge Field/Custom Fieldto update the values fromTriggers.Click
Saveto complete the creation process.