Automations

Streamline your processes with powerful automations that save time, reduce errors, and ensure consistency across your matters.

Put your work on autopilot with Lupl automations. Create rules for routine tasks so they are done automatically.

Automate routine work.

Automate repetitive tasks to reduce admin time and improve efficiency. Focus on higher-value work while Lupl handles your routine processes. Avoid missed deadlines with proactive automations that streamline your daily workflows.

Customize your workflow.

Create workflows that fit your team with Lupl’s automation tools. Choose from ready-made recipes or build custom triggers and actions. Tailor processes to suit your firm without any technical complexity.

Accelerate collaboration.

Keep everyone aligned with automations that share updates and reminders. Automatically notify your team about overdue tasks or important approvals. Ensure progress never stalls by seamlessly integrating actions into your workflows.

Choose from a list of pre-built common automations that can be integrated into your worklflow instantly.

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 automations for anything you require, using our custom automations builder.

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.
Easily create, view, and edit automations for each Lupl matter.

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.

AI

Use natural language to generate summaries, reports, and drafts to use for client updates.

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Templates

Streamline your legal processes with customizable templates that save time and reduce errors.

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Forms

Capture the information you need for each matter with zero manual effort using our no-code form builder.

Explore Forms →