Automations
Streamline your processes with powerful automations that save time, reduce errors, and ensure consistency across your matters.
Apply built-in recipes.
- Use ready-made automations for tasks like reminders, approvals, and recurring updates.
- Save time by applying recipes in seconds to your workflows.
- Customize recipes to meet your unique processes and team needs.
Create custom automations.
- Build tailored workflows using triggers and actions for any process.
- Set triggers like deadlines, task updates, or data changes to start automations.
- Automate actions such as assigning tasks, sending notifications, or escalating issues.
Optimize and grow with automations.
- Continuously improve workflows by refining and enhancing existing automations.
- Adapt automations to support evolving client expectations and team requirements.
- Expand automation usage to streamline operations across all practice areas.
Explore Workflow & Automation Further
Explore even more powerful task management features designed to make managing work no work at all.