Workflow Automation

Workflow automation helps your firm turn repeatable case steps into tasks, notifications, and provider actions.

What Workflows Can Do

Workflows can help with:

• Intake follow-up.
• Deadline reminders.
• Document request tasks.
• Demand package checklists.
• Client communication reminders.
• Integration actions through approved connectors.
• Case closing steps.

Draft, Test, Publish

Use the workflow versioning flow:

1. Create or edit a workflow draft.
2. Dry-test it with sample case data.
3. Request approval if required.
4. Publish the version.
5. Monitor runs and rollback if needed.

See Workflow Versioning for version history and rollback details.

Safe Automation Rules

• Start with a small workflow.
• Test before publishing.
• Use approvals for client-facing or legal-work-product steps.
• Confirm integration credentials before enabling provider actions.
• Keep a human review step for high-risk actions.

Connector Recipes

Common connector patterns:

• Calendar: add hearing events and deadline reminders.
• Email or SMS: send client updates after attorney review.
• E-signature: send approved documents for signature.
• QuickBooks: sync approved invoice or payment records.
• Webhooks: notify external systems when case milestones change.

If a connector shows attention or blocked status, fix the integration before publishing workflows that depend on it.