AffiniPay

In this short video, we will provide you with an example of a Workflow used by Estate Planning attorneys.

Feel free to adapt this Workflow example to what processes your firm uses. To learn more about MyCase Workflows, please see related articles below:<br>​<br>​<a href="https://supportcenter.mycase.com/en/articles/9370081-creating-and-applying-workflows-w-video">Creating &amp; Applying Workflows [w/ VIDEO]</a>

<a href="https://www.mycase.com/support/training-sessions" rel="nofollow noopener noreferrer" target="_blank">Click here</a> to join one of our Workflow Live Trainings!

Estate Planning Workflow [w/ VIDEO]

Find answers and get help from Intercom Support and Community Experts

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Title

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you