Automations & Workflows
Status-triggered automation campaigns, milestone and task-based workflow templates, calendar event workflows, and key dates.
Setting Up/Managing Automations
Build status-triggered automation campaigns that send emails, texts, calls, tasks, documents, and e-signs, and edit, copy, or delete them as needed.
automations-workflows/setting-up-managing-automations.htm#microcontent1
Using Milestones and Task-Based Workflow Templates for Intake, Litigation, and Docketing - Tutorial
Set up milestone-driven workflow templates for each practice area that automatically create and assign tasks based on milestones, key dates, and completed tasks.
automations-workflows/using-milestones-and-task-based-workflow-templates-for-intake-litigation-and-doc.htm#microcontent1
Managing and Utilizing Calendar Event Workflows
Create event types and rules that trigger status changes and appointment reminders, then schedule and cancel calendar events for your leads and cases.
automations-workflows/managing-and-utilizing-calendar-event-workflows.htm#microcontent1
Setting Up & Using Key Dates
Create custom Key Date fields per case type to track important deadlines and use them as triggers for automated milestone tasks.
automations-workflows/setting-up-using-key-dates-in-the-crm.htm#microcontent1