To help you keep all your tasks organized and meet deadlines, you can create a workflow for a matter with a set of customizable triggers that enable you to automate key actions based on specific events, ensuring that no critical step is missed. Watch a Video Create a Workflow To create a workflow: From the left …

While adding or editing a matter, you can automate key actions based on a specific case type or matter status, saving administrative time, ensuring that no critical step is missed. Note: Before you apply a workflow to a matter, make sure that you have created a workflow. Watch a Video Apply a Workflow to a Matter You can …

Within each practice area or area of law, there are several matter types that require different tasks, events and restrictions and workflow statuses or stages. You can create kanban workflows using a pre-made template or customize your own. Each board is specific to an individual matter type. Note: Before using Project Management, make sure you have …

Before using Project Management, make sure you have enabled Project Management for all new matters under Setup > Firm Settings > Firm Preferences. Assign a New Matter to a Workflow When adding a matter, you can enable project management for it and assign it a matter type and workflow status. Assign an Existing Matter to a Workflow …