Objectives

Steps

Lexzur’s Automation Hub serves as a centralized control center to create, manage, and monitor automated workflows more efficiently, allowing you to automate tasks, reminders, and field value updates based on specific events—such as creating corporate matters, litigation cases, contracts, or setting judgments.

Add a New Trigger

Create Your Rule

Define the Trigger Event:

This event could be adding a corporate matter, litigation case, task, contract, or setting a judgment.

Add Actions or Conditions

Add Actions/Conditions:

Build the Rule Condition:

Configure Else Block:

To exit the automation if a crucial condition is not met, click the "Exit on False" option under the condition block.

Create Actions

Actions Configuration

Task Configuration:

Reminder Configuration:

To add a reminder, click Add Then, select Add Reminder, and 

Set Field Values:

To set field values, click Add Then, select Set Fields, and 

Proceed in the same way, configure the trigger with multiple actions based on your business rules.

Once configured, the rule will automatically create tasks or reminders based on the conditions you set.

You can easily update, delete, or disable any existing rules from the Automation Hub Settings page.

For more information about LEXZUR, kindly reach out to us at help@lexzur.com.

Thank you!