Access the Automation section in Lawcus and click +Add Workflow to create a new workflow.

Select the appropriate trigger type that will initiate the automation process. This could be based on a specific event or action, such as creating a new matter or receiving a client request. Once selected, click Continue to proceed.

Choose the Create Flat Fee action from the available options, and then click Next.

Provide the necessary details for the flat fee, including using the merge fields to fetch data. Once done, click Save to save the workflow.