MyCase Workflow is a powerful tool for saving time and increasing the everyday efficiency of your law firm. With Workflow, you can create templates that contain groups of tasks and/or calendar events. Then, with the click of a button, you can automatically apply a workflow template to a specific case, adding all associated tasks and/or events to the case.
Click here to view one of our Workflow Trainings!
Here are some examples of when Workflow is most useful:
Every time you open a new case, you have the same 12 tasks that must be completed (get signatures from the client, request a copy of the employment contract, file claim forms, etc). Rather than having to manually enter those 12 tasks for every new case you open, you can use Workflow to automate the process.
When a Trial Date is scheduled, there are deadlines both before and after the date that must be calendared. For example, you might need to have all discovery submitted 14 days before the trial, all payments must be received 7 days before the trial, etc. Using Workflow, you can quickly add a series of deadlines to your calendar.
You are a criminal defense attorney who represents clients charged with DUI. Every time you open a new case for a client, you always have the same 12 tasks and four deadlines that must be added to the case file. Instead of having to create each task and calendar event one by one manually, you can automate the entire process by creating a workflow template for those items and then applying the workflow to all of your new DUI cases.
Now that you understand what Workflow can be used for, learn how to Creating and Applying Workflows here.