Workflows & Automations
Learn more about using workflows to automate processes in your legal practice
By Devanshi and 2 others3 authors38 articles
- 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.
- Understand the Automation Feature and how to Create a Workflow in Lawcus?Learn about the automation tools in Lawcus and how to build custom workflows to enhance your productivity.
- How to Configure the Create Matter Action?Automate matter creation using workflows for efficiency.
- How to Configure the Create Document Action?Create a Document with Lawcus Workflow using the Document Automation feature.
- How to configure the Add Event action in Workflows?Understand the steps 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 to Configure the Create Person Action?Configuring Create Person action using Workflow Automation.
- How to configure the 'Send Email' action?Configure 'Send Email’' action based on a required trigger point.
- How to Configure the 'Send SMS' Action?Set up the 'Send SMS' workflow, 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 Actions 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 Workflows?Automate expense creation within Lawcus
- 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.
- How to Use Tags in Workflow Automation?Harness the power of tags in workflow automation to streamline processes and improve organization.
- How to Use the Payment Received Trigger to Setup Workflows?Use Payment Received to Trigger Automation within Lawcus.
- How to Optimize Workflow Progression with Lead Type Exit Rules in Lawcus?Understand Exit Rules based on Lead Types.
- How to Automatically Generate Trust or Credit Requests Using Workflows in LawcusStreamline & Automate Trust and Credit Requests with Lawcus Workflows
- How Do Merge Tags Work in Workflows?Use merge tags to personalize workflow actions with dynamic data.
- Using Logic Conditions in WorkflowsCreate advanced workflow automations using logic conditions, custom fields, triggers, and rule-based actions.
- How to create document templates?Step-by-step guide on how to create document templates using merge fields.
- How to Generate a Document from a Template?Steps to generate documents via document templates.
- 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 eSign Document Templates?Streamline e-sign document templates using text tags to 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 to Use Conditional Logic in Document Templates?Conditional logic in document templates for more tailored solutions.
- How to create an eSign template?Steps 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 Use Document Templates to Send an eSign Request in LawcusCombine document templates with eSign to quickly generate and send documents for electronic signatures.