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" target="_blank">Creating &amp; Applying Workflows [w/ VIDEO]</a>

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

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

MyCase is updating to a new user interface. Your screen and navigation might look slightly different form what you see in this article.

Estate Planning Workflow [w/ VIDEO]

Find answers and get help from Intercom Support and Community Experts

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

Try using different keywords or checking for typos.

No tickets found containing "{value}"

No tickets found

Title

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you