Automation - Workflows
Learn more about using workflows to automate processes in your legal practice
28 articles
Written by Maninder Kaur, Devanshi Kackar and Harsimran Singh
How to add file attachments to email templates?
Add file attachments to email templates for streamlined communication & info sharing. Ideal for law firms, builds credibility. Learn how.Written by Maninder Kaur. Updated over a week ago
Which notifications can use custom email templates?
Email template actionsWritten by Devanshi Kackar. Updated over a week ago
How to automate lead updates with workflow?
Automate lead updates with workflow automation to streamline lead management and increase conversion efficiency.Written by Maninder Kaur. Updated over a week ago
How to use search feature in workflows
Written by Maninder Kaur. Updated over a week ago
How to automate tasks and subtasks creation with workflow
Written by Maninder Kaur. Updated over a week ago
How to automate expense creation with workflow
Automate creation of expensesWritten by Devanshi Kackar. Updated over a week ago
How to organize automations with folders
Automations - FoldersWritten by Maninder Kaur. Updated over a week ago
How to automate flat fee creation using workflow
Flat fee actionWritten by Maninder Kaur. Updated over a week ago
How to automate lead creation using workflow
Written by Maninder Kaur. Updated over a week ago
How to use tags in workflow automation
Tags in AutomationsWritten by Maninder Kaur. Updated over a week ago
How to create workflow entry rule
Written by Maninder Kaur. Updated over a week ago
How to automate client portal invitations using workflow?
Learn how to save time and effort in client management process by automating client portal invitations through workflow using Lawcus.Written by Maninder Kaur. Updated over a week ago
How to automate lead conversion to matter
Written by Maninder Kaur. Updated over a week ago
How to automate lead conversion to matter with workflow?
Learn how to automate lead conversion to matter with workflow. Save time and effort by automating the process using workflow functionality.Written by Maninder Kaur. Updated over a week ago
How to automate time entry creation using workflow
Time entry actionWritten by Maninder Kaur. Updated over a week ago
How to configure invoice creation workflow action
Written by Maninder Kaur. Updated over a week ago
How to check workflow history
Workflow historyWritten by Maninder Kaur. Updated over a week ago
How to configure the 'Send SMS' action
Workflow - send SMSWritten by Harsimran Singh. Updated over a week ago
How to configure the 'Send Email' action
Workflow - send emailWritten by Harsimran Singh. Updated over a week ago
How to configure the 'Create Person' action
Workflow - create personWritten by Harsimran Singh. Updated over a week ago
How to configure the Add Task to Matter action
Written by Harsimran Singh. Updated over a week ago
How to configure the Add Event action
Written by Harsimran Singh. Updated over a week ago
How to configure the Create Document action
Written by Harsimran Singh. Updated over a week ago
How to configure the Create Matter action
Written by Harsimran Singh. Updated over a week ago
How to create a workflow
Written by Harsimran Singh. Updated over a week ago
What is a workflow?
Written by Harsimran Singh. Updated over a week ago
How to Setup Scheduler Appointment Workflow Action
Written by Harsimran Singh. Updated over a week ago
How to configure a Task Completed Workflow Action
Written by Harsimran Singh. Updated over a week ago