Workflows & Automations
Learn more about using workflows to automate processes in your legal practice
How to Organize Automations with Folders?Learn how to organize automation with folders in Lawcus for efficient workflow management and improved coordination.
How to Configure a Task Completed Workflow Action in Lawcus?Learn how to configure task completed workflows in Lawcus for automated actions.
How to Setup Scheduler Appointment Workflow Trigger?Configuring 'Scheduler Appointment' trigger in Workflows
Enhancing Productivity with Workflows in LawcusUnleash productivity: Automate workflows in Lawcus.
How to create a workflowHow to create a workflow with the following easy steps. Learn how to set up triggers and define actions to automate your tasks.
How do you configure the Create Matter action?Effortless Workflow Automation: Configuring 'Create Matter' in Lawcus.
How do you configure the Create Document action?Discover How to Set Up the 'Create Document' Workflow Action in Lawcus for Seamless Document Automation.
How to configure the Add Event action in Wokflows?This article guides Lawcus users on how to set up the 'Add Event”' action.
How to Configure the Add Task Action in Workflows?Learn how to configure the Add Task to Matter action through automation.
How do you configure the 'Create Person' action?Simplify Workflow Automation: Configuring 'Create Person' in Lawcus
How to configure the 'Send Email' action?Simplify Workflow Automation: Configuring 'Send Email’' in Lawcus
How to configure the 'Send SMS' actionThis article guides Lawcus users on how to set up the 'Send SMS' action, including recipient and message customization options.
How to Check Workflow History in Lawcus?Learn how to track workflow history in Lawcus for analysis and optimization.
How to Configure Invoice Creation Workflow Action?Learn how to configure the invoice creation workflow action in Lawcus to automate sending invoices and save time.
How to automate time entry creation using workflow?Automate your Time entry creation action
How to Automate Lead Conversion to Matter?Automate intake form submissions, matter creation, and invoicing for efficient client onboarding.
How to Create a Workflow Entry Rule?Learn how to create workflow entry rules in Lawcus for targeted automation based on specific conditions.
How to Use the Search Feature in Workflows?Learn how to use the search feature in workflows for efficient automation and data verification.
How to Automate Client Portal Invitations using Workflows?Learn how to save time and effort in client management by automating client portal invitations through workflow.
Automating Flat Fee Creation Using WorkflowAutomate flat fee creation with Lawcus workflows. Save time and standardize billing.
How to automate expense creation with workflow?Streamline Your Financial Workflow: How to Automate Expense Creation
How to Automate Lead Creation Using Workflows?Automate lead creation triggered by intake form submission using workflows in Lawcus.
How to Automate Lead Updates with Workflow?Automate lead updates with workflow automation to streamline lead management and increase conversion efficiency.
Using Tags in Workflow AutomationHarness the power of tags in Lawcus workflow automation to streamline processes and improve organization.
How to set the Payment Received Workflow Trigger.New Payment Received Workflow Trigger
How to Optimize Workflow Progression with Lead Type Exit Rules in Lawcus?Understand Exit Rules based on Lead Types.
How to create document templates?Learn the benefits of document automation and provides a step-by-step guide on how to create document templates using merge fields.
How to generate a document from a template
How to add related contacts in the document template?Simplify your workflow by automating the retrieval of related contact data, reducing manual effort and enhancing efficiency.
How to Add Text Tags to Existing Document Templates?Streamline eSign document templates in Lawcus using text tags: indicate signers, field types, and requirements easily.
How to Remove Shaded Background from Copied Merge Fields in MS-Word?Learn how to remove shaded backgrounds from copied merge fields in your MS Word documents for cleaner formatting.
How do you use conditional logic in document templates?Conditional logic in document templates
How to create an eSign templateA step-by-step guide to create eSign templates, making the document signing process quicker and more efficient.
How to Send an eSignature Request?Understand the steps to initiate an eSign request within a matter.
How to Create eSign Template Using Text TagseSign Template