Automate repetitive tasks/events
Establish your winning process by creating a custom personal injury workflow that automates repetitive tasks and events at various matter and client intake stages.
Each firm member, based upon their roles and the matters they are assigned, can automatically be assigned predefined tasks with specific due dates. Customize workflows to fit your team and Firm’s needs — so everyone tackles the right tasks at the right time.
Stay on top of open cases
Monitor firm and individual level tasks, their criticality, progress, and any hurdles hindering the completion of these tasks.
Workflows ensure reduced errors and will encourage your staff to deliver high-quality work, making their contributions valuable to the overall growth of your personal injury law firm.
“CloudLex has allowed us to make a seamless transition from working in the office to working from home during the pandemic.”
CloudLex has allowed us to make a seamless transition from working in the office to working from home during the Pandemic. Our paralegals and attorneys had all client information and documentation readily available which allowed us to operate without a glitch.
CloudLex’s customer service team is superb and very responsive to your firm’s needs and will try to accommodate many requests. Their team worked along with our marketing company to come up with specialized weekly reports that are a huge help in making marketing and financial decisions. Their ability to specialize these reports was a HUGE plus for us.
Monica R. McKinnon
Firm Administrator | Alpert Schreyer Poe, LLC
Legal Workflow Automation FAQs
What is legal workflow automation?
CloudLex’s legal workflow automation is a tool that helps lawyers to automate and assign sequences of tasks based on a trigger. The trigger can be a stage movement like a new case moving to discovery then mediation. With workflow automation, lawyers don’t need to assign tasks manually whenever there is a new case; it saves time and effort.
Can tasks be automated?
Yes, with CloudLex(R), routine tasks can be set up as a legal workflow automation and assigned to the necessary team members. Once set up, you can assign these repetitive tasks with a click of a button every time you start a new case so that nothing gets missed. Your staff will receive updates and reminders, and you’ll have an overview of all outstanding tasks and deadlines, so your firm never misses an important date again.
For example, you have a hearing coming up, which means the lead attorney needs to be assigned critical events (e.g., a notice of hearing filing or hearing date) and corresponding tasks need to be delegated (e.g., send courtesy copies, prepare a digital hearing folder, print document binders, converse in good faith with opposing counsel, and arrange a court reporter).