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- Automate Tasks and Reminders upon creation of Corporate Matter/ Litigation Case/ Judgment/Contracts
Steps
With App4Legal, you can now Task and trigger automation in App4Legal allows you to streamline and automate tasks and reminders to be assigned automatically in response to triggers. Tasks and Reminders can be automated by creating triggers with specific conditions. There are several types of triggers, including hearing judgments, when certain events occur such as creating corporate matters, litigation cases , and Contracts & Documents.or contracts, or setting judgments.
Navigate to the The admins should go to System Settings and choose "Tasks & Triggers Automation" from System Preferences.
The admin can add a trigger, edit, or delete existing ones.
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In order to add a trigger, you must first select the type: set judgment, create corporate matter, or create litigation case. , or create/upload a new contract/document.
Define the conditions that should trigger the automation, such as the trigger types, practice areas, or other criteria. Then, specify the action you want to be performed, which could include creating a task, or reminders.
For example, The "Set Judgement" trigger type has the following mandatory fields:
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