Скачать или смотреть Webinar: Transforming Law Firm Processes with Workflows

Discover how to create your workflows in Lawcus, one step at a time.
A Workflow is a series of steps that are followed in order to complete a particular task automatically. They are put into place to maintain a consistent process, firm-wide.
Lawcus workflows are a game-changer, providing a strategic advantage by optimizing processes, automating tasks, and fostering a more productive and reliable working environment.

Michael English, co-founder of Charted Consulting, LLC, will share some techniques so you can create workflows to maximize efficiency and streamline your processes.

Video Timestamps

0:00 Introduction
2:15 Objective of the Webinar
3:00 What are Workflows?
5:00 How are Workflows beneficial?
9:50 Pre-requisite for Building Workflows
12:15 Foundations of a Workflow
13:24 What triggers are available and how to set up them up in Workflows
17:17 What are actions and how to use them in Workflows
22:38 How to use search actions in Workflows
29:17 How to use conditions and filters in Workflows
38:21 Exit & Entry Rules in Workflows
43:52 Common Pitfalls to Avoid while building Workflows
46:35 Q&A

About Lawcus
Lawcus offers comprehensive legal practice and case management software designed for law firms. With features like workflow automation, invoicing and billing, time and expense tracking, and more, Lawcus provides a seamless and efficient approach to practicing law.
Book your personalized demo today at https://calendly.com/lawcus/demo.