Automation - Workflows

Learn more about using workflows to automate processes in your legal practice

Harsimran Singh avatar Maninder Kaur avatar Devanshi Kackar avatar
28 articles in this collection
Written by Harsimran Singh, Maninder Kaur, and Devanshi Kackar

How to add file attachments to email templates

Attachments in email templates
Maninder Kaur avatar
Written by Maninder Kaur
Updated over a week ago

Which notifications can use custom email templates?

Email template actions
Devanshi Kackar avatar
Written by Devanshi Kackar
Updated over a week ago

How to automate lead update with workflow

Maninder Kaur avatar
Written by Maninder Kaur
Updated over a week ago

How to use search feature in workflows

Maninder Kaur avatar
Written by Maninder Kaur
Updated over a week ago

How to automate tasks and subtasks creation with workflow

Maninder Kaur avatar
Written by Maninder Kaur
Updated over a week ago

How to automate expense creation with workflow

Automate creation of expenses
Devanshi Kackar avatar
Written by Devanshi Kackar
Updated over a week ago

How to organize automations with folders

Automations - Folders
Maninder Kaur avatar
Written by Maninder Kaur
Updated over a week ago

How to automate flat fee creation using workflow

Flat fee action
Maninder Kaur avatar
Written by Maninder Kaur
Updated over a week ago

How to automate lead creation using workflow

Maninder Kaur avatar
Written by Maninder Kaur
Updated over a week ago

How to use tags in workflow automation

Tags in Automations
Maninder Kaur avatar
Written by Maninder Kaur
Updated over a week ago

How to create workflow entry rule

Maninder Kaur avatar
Written by Maninder Kaur
Updated over a week ago

How to automate client portal invitation using workflow

Client portal invitation action
Maninder Kaur avatar
Written by Maninder Kaur
Updated over a week ago

How to automate lead conversion to matter

Maninder Kaur avatar
Written by Maninder Kaur
Updated over a week ago

How to automate lead conversion to matter with workflow

Convert lead using automations
Maninder Kaur avatar
Written by Maninder Kaur
Updated over a week ago

How to automate time entry creation using workflow

Time entry action
Maninder Kaur avatar
Written by Maninder Kaur
Updated over a week ago

How to configure invoice creation workflow action

Maninder Kaur avatar
Written by Maninder Kaur
Updated over a week ago

How to check workflow history

Workflow history
Maninder Kaur avatar
Written by Maninder Kaur
Updated over a week ago

How to configure the 'Send SMS' action

Workflow - send SMS
Harsimran Singh avatar
Written by Harsimran Singh
Updated over a week ago

How to configure the 'Send Email' action

Workflow - send email
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Written by Harsimran Singh
Updated over a week ago

How to configure the 'Create Person' action

Workflow - create person
Harsimran Singh avatar
Written by Harsimran Singh
Updated over a week ago

How to configure the Add Task to Matter action

Harsimran Singh avatar
Written by Harsimran Singh
Updated over a week ago

How to configure the Add Event action

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Written by Harsimran Singh
Updated over a week ago

How to configure the Create Document action

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Written by Harsimran Singh
Updated over a week ago

How to configure the Create Matter action

Harsimran Singh avatar
Written by Harsimran Singh
Updated over a week ago

How to create a workflow

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Written by Harsimran Singh
Updated over a week ago

What is a workflow?

Harsimran Singh avatar
Written by Harsimran Singh
Updated over a week ago

How to Setup Scheduler Appointment Workflow Action

Harsimran Singh avatar
Written by Harsimran Singh
Updated over a week ago

How to configure a Task Completed Workflow Action

Harsimran Singh avatar
Written by Harsimran Singh
Updated over a week ago