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.