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Workflows & Automations
Learn more about using workflows to automate processes in your legal practice
How to Organize Automations with Folders?
How to Configure a Task Completed Workflow Action in Lawcus?
How to Setup Scheduler Appointment Workflow Trigger
Enhancing Productivity with Workflows in Lawcus
How to create a workflow
How do you configure the Create Matter action?
How do you configure the Create Document action?
How to configure the Add Event action in Wokflows?
How to configure the Add Task action in workflows?
How do you configure the 'Create Person' action?
How to configure the 'Send Email' action?
How to configure the 'Send SMS' action
How to Send Intake Forms Using Workflows?
How to Check Workflow History in Lawcus?
How to Configure Invoice Creation Workflow Action?
How to automate time entry creation using workflow
How to Automate Lead Conversion to Matter?
How to Create a Workflow Entry Rule?
How to Use the Search Feature in Workflows?
How to automate client portal invitations using workflow?
Automating Flat Fee Creation Using Workflow
How to automate expense creation with workflow?
How to Automate Lead Creation Using Workflows?
How to automate tasks and subtasks creation with workflow?
How to automate lead updates with workflow?
Using Tags in Workflow Automation
How to set the Payment Received Workflow Trigger.
Optimizing Workflow Progression with Lead Type Exit Rules in Lawcus