Workflows & Automations
Learn more about using workflows to automate processes in your legal practice
By Devanshi and 1 other2 authors68 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 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 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 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 Automatically Create Leads Using Workflows in LawcusUse the Create Lead action to automatically capture and organize prospective client information from intake forms and other workflow triggers.
- 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.
- Understanding Entry and Exit Rules in Lawcus WorkflowsLearn how Entry and Exit Rules control workflow automation.
- How to Configure the Matter Created Workflow TriggerLearn how to configure the Matter Created trigger to automatically run workflows for new matters.
- How to Set Up the Matter Updated Trigger in LawcusLearn how to configure the matter updated trigger for greater control.
- How to Set Up the Matter Closed Trigger in LawcusAutomate closing emails, final invoices, follow-up tasks, and other actions when a matter is closed in Lawcus.
- How to Set Up the Matter Moved to Stage Trigger in LawcusAutomate tasks, notifications, documents, and billing actions when a matter moves to a new stage in Lawcus.
- How to Set Up the Lead Created Trigger in LawcusLearn how to set up the Lead Created trigger to automatically run workflows the moment a new lead is added to your system.
- How to Configure the Lead Moved to Stage Workflow TriggerLearn how to configure workflows when leads move between stages.
- How to Set Up the Lead Updated Trigger in LawcusLearn how to set up the Lead Updated trigger to automatically run workflows whenever changes are made to a lead.
- How to Set Up the Contact Created Trigger in LawcusLearn how to set up the Contact Created trigger to automatically run workflows whenever a new contact is added to Lawcus.
- How to Create and Use a User-Activated WorkflowRun workflows manually for specific Leads or Matters to automate tasks and follow-up actions.
- How to set Drip Campaigns in Lawcus using Workflows?Maximize the effectiveness of your Drip Marketing strategy with these key steps.
- How to Set Up the Task Completed Trigger in LawcusLearn how to set up the Task Completed trigger to automatically move workflows forward whenever a task is finished.
- How to Set Up the Event Created Trigger in LawcusLearn how to set up the Event Created trigger to automatically run workflows whenever a new calendar event is scheduled in Lawcus.
- How to Set Up the New Calendly Appointment Scheduled Trigger in LawcusLearn how to set up the New Calendly Appointment Scheduled trigger to run automated workflows whenever a client books a meeting via Calendly.
- How to Set Up the New Lawcus Appointment Scheduled Trigger in LawcusSet up the New Lawcus Appointment Scheduled trigger to automatically run workflows when an appointment is booked through Lawcus.
- How to Set Up the Intake Form Submitted Trigger in LawcusSet up the Intake Form Submitted trigger to automatically run workflows when a client or prospect submits an intake form.
- How to Set Up the eSign Document Signed Trigger in LawcusLearn how to set up the eSign Document Signed trigger to automatically run workflows whenever an eSign document is completed.
- How to Set Up the User-Activated Trigger in LawcusLearn how to set up and manually run a workflow using the User Activated trigger for maximum flexibility and control.
- How to Configure Workflow Reminders in LawcusSet reminder timing, recipients, and messages to automate follow-ups at the right time.
- How to Set Up the Update Matter Action in LawcusLearn to configure the Update Matter action to refresh case details automatically.
- How to Set Up the Create Company Action in LawcusLearn how to configure the Create Company action to automatically generate corporate contact records in Lawcus.
- How to Set Up the Update Lead Action in LawcusLearn to configure Update Lead action to update prospect details, intake answers, and pipeline stages.
- How to Configure the Add Event Action in LawcusConfigure the Add Event action in Lawcus to automatically create and schedule events based on workflow triggers.
- How to Generate an Intake Form Link Through WorkflowsConfigure the generate intake form links action and send them directly to clients through email.
- How to Set Up the Send eSign Document Action in LawcusLearn how to configure the Send eSign Document action to automatically dispatch document templates for signature within your workflows.
- How to Set Up the Create Invoice Action in LawcusLearn to configure Create Invoice to generate client invoices and billable line items automatically.
- How to Use Conditional Logic on Forms in Lawcus?Learn how to use conditional logic for smarter, personalized online forms.
- How to Share or Send an Intake Form to a Client in LawcusEasily share intake forms in Lawcus: email, link, embed, or use workflow.
- How to Add, Edit, and Manage Responses in the Intake Form in LawcusSteps to create an intake form in Lawcus
- How to Map Intake Form Questions to Custom Fields in LawcusAutomatically populate Matter and Lead Custom Fields with information submitted through Intake Forms.
- How to Collect and Organize Client Information Using Lawcus Intake FormsA quick overview of the available Client Intake Form question types in Lawcus and how each can be used.
- 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.