WORKFLOW AUTOMATION

Automate every stage of the matter lifecycle.  

From first contact to final invoice, repeatable steps run themselves while your team focuses on the work that matters.  

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    Auto-Launch Playbooks

     Checklists, folders, roles, and due dates spin up the moment a matter opens.

   Rules-Based Routing

    If/then triggers assign owners, move stages, and calculate key deadlines.

  Touchless Notifications

    Status updates, reminders, and e-signature requests send themselves via portal or email.

WORKFLOW AUTOMATION

Let routine work run itself.  

Templates, triggers, and approvals keep every matter moving without micromanagement.

  Checklists spin up automatically for new matters

  Updates, emails, and portal messages send at the right step

  Court dates and reminders populate from jurisdiction rules.

Always know the next move.  

Stages advance as tasks complete and everyone sees the latest milestones, blockers, and deadlines in real time.

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