Law Firm Legal Workflow Software
Benefit from legal workflow automation
Automate repetitive tasks and establish a winning process with our custom personal injury workflow software. Spend less time and reduce operational costs by automating task management at various stages of case and client intake processes to further your firm’s daily operations.
Automate repetitive tasks and events
Efficient task assignment
Automatically assign tasks to team members based on roles and case stages. Predefined workflows in our law firm task management software ensures the right tasks are completed at the right time, reducing the risk of delays and errors.
Stay on top of open cases
Monitor open cases with ease. Track tasks at both firm and individual levels, identify critical hurdles, and ensure the smooth progression of cases with timely updates and notifications.
Reduce errors
Workflows implemented through our software guarantee a higher level of accuracy than manual processes. Simplify document automation and ensure that every step of your workflow is error-free to reflect the professionalism of your personal injury firm.
Law Firm Workflow Management
Streamline case progression for efficiency
Access and user management
Easily assign workflows to team members from the Access Management tab in settings. By assigning tasks by role, the system ensures accountability and enhances real-time collaboration.
Reports and reminders
Generate detailed intake and Matter Management reports to track pending and completed tasks at any stage of intake or case management. Set up reminders and calendar alerts to ensure no deadlines are missed.
Improved task tracking
Gain visibility into task status with dashboard updates, reminders, and follow-ups per workflow, per intake, or per matter. Our user-friendly interface will keep your team informed and on track.
Flexible date options
Customize workflows with flexible date triggers such as the Date of Incident, Date of Intake, or your own custom options to suit your firm’s specific needs.
Keep your cases moving
Streamline case progression with stage-based workflows. Automatically assign administrative tasks to your team members based on case status/sub-status to keep everything on track. Gain visibility into task status and streamline team collaboration.
See what your peers are saying about CloudLex!
Very happy I made the decision to become a CloudLex Subscriber
The automated workflow lets me make sure I don’t miss tasks I need on each case. Also, CloudLex has helped me make sure I stay on top of all my cases by automatically moving a case into the “stalled” category if I don’t do work on a case. This helps me make sure a case does not slip through the cracks.
Dennis Ryan
Law Office of Dennis P. Ryan | Attorney
Frequently asked questions
What is legal workflow automation?
CloudLex’s legal workflow automation software helps law firms automate and assign sequences of tasks triggered by key events, such as moving a case from intake to discovery. Tasks like legal document preparation, client communication, and scheduling are automatically assigned, saving time and reducing manual effort.
What manual tasks can be automated?
Routine administrative tasks such as document creation, client updates, and event scheduling can be automated. For example, for an upcoming hearing, tasks like filing notices, preparing digital hearing folders, and arranging a court reporter can all be automated through CloudLex.
What benefits can I get from using CloudLex’s law firm workflow management?
Using CloudLex’s workflow management tools enhances your firm’s efficiency by automating tasks, improving organization, and reducing errors. This leads to streamlined operations, cost savings, and improved client service.
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