Automation - Workflows

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

28 articles
Maninder Kaur avatarDevanshi Kackar avatarHarsimran Singh avatar
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.
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 updates with workflow?

Automate lead updates with workflow automation to streamline lead management and increase conversion efficiency.
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 invitations using workflow?

Learn how to save time and effort in client management process by automating client portal invitations through workflow using Lawcus.
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?

Learn how to automate lead conversion to matter with workflow. Save time and effort by automating the process using workflow functionality.
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
Harsimran Singh avatar
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

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

How to configure the Create Document action

Harsimran Singh avatar
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

Harsimran Singh avatar
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