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 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 …