Lawcus

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.

- 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 <code>Matter Created</code> event triggers the workflow, while <code>Matter Tags</code> are used to define entry rules. To create entry rules using tags, follow these steps:

Go to <code>Automation</code> and click on the <code>+ Add Workflow</code> button under the <code>Workflow</code> tab.

Enter the <code>Workflow Name</code> and <code>Workflow Description</code> for your workflow.

Select <code>Matter Created</code><code> </code>as the <code>Trigger type</code>.

In the <code>Entry</code><code> Rules</code> section, click on <code>Add Condition</code>.

Select <code>Matters tags</code> under <code>Field</code>, set <code>Field condition</code>, and select the desired <code>Value</code>. You can use the <code>OR Operator</code> to select multiple values. Then click <code>Continue</code>.

Choose <code>Send Email</code> as the desired action under <code>Select action</code> and click on <code>Next</code>.

<code>Setup</code> the email action by specifying the teammate and recipient name, email subject, and message. Follow <a href="https://support.lawcus.com/en/articles/5010165-how-to-configure-the-send-email-action">this to understand Send Email Action</a> better. Click <code>Save</code> to finalize.

1. Go to <code>Automation</code> and click on the <code>+ Add Workflow</code> button under the <code>Workflow</code> tab. 
2. Enter the <code>Workflow Name</code> and <code>Workflow Description</code> for your workflow. 
3. Select <code>Matter Created</code><code> </code>as the <code>Trigger type</code>. 
4. In the <code>Entry</code><code> Rules</code> section, click on <code>Add Condition</code>. 
5. Select <code>Matters tags</code> under <code>Field</code>, set <code>Field condition</code>, and select the desired <code>Value</code>. You can use the <code>OR Operator</code> to select multiple values. Then click <code>Continue</code>.
 
 
6. Choose <code>Send Email</code> as the desired action under <code>Select action</code> and click on <code>Next</code>.
7. <code>Setup</code> the email action by specifying the teammate and recipient name, email subject, and message. Follow <a href="https://support.lawcus.com/en/articles/5010165-how-to-configure-the-send-email-action">this to understand Send Email Action</a> better. Click <code>Save</code> to 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 <code>Automation</code> on the left and click on <code>+ Add Workflow</code> under the <code>Workflow</code> tab.

Enter the <code>Workflow Name</code> and <code>Workflow Description</code>.

Choose <code>Matter moved to stage</code> as the <code>Trigger type</code> and <code>Setup</code> the desired <code>Pipeline</code> and <code>Stage</code>. Click <code>Continue</code>.

Set up the <code>Update Matter</code> action and click on <code>Next</code>.

Complete the <code>Setup</code> by specifying the updates you want the workflow to apply, such as tags, responsible timekeeper, and hourly rate. Use <code>Merge Field/Custom Field</code> to update the values from <code>Triggers</code>.

Click <code>Save</code> to complete the creation process.

1. Go to <code>Automation</code> on the left and click on <code>+ Add Workflow</code> under the <code>Workflow</code> tab.
2. Enter the <code>Workflow Name</code> and <code>Workflow Description</code>. 
3. Choose <code>Matter moved to stage</code> as the <code>Trigger type</code> and <code>Setup</code> the desired <code>Pipeline</code> and <code>Stage</code>. Click <code>Continue</code>. 
4. Set up the <code>Update Matter</code> action and click on <code>Next</code>. 
5. Complete the <code>Setup</code> by specifying the updates you want the workflow to apply, such as tags, responsible timekeeper, and hourly rate. Use <code>Merge Field/Custom Field</code> to update the values from <code>Triggers</code>. 
6. Click <code>Save</code> to complete the creation process.

Harness the power of tags in workflow automation to streamline processes and improve organization.

How to Use Tags in Workflow Automation?

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