How to Automate Reminders Using the Automation Hub

Objectives:

• Set automatic reminders upon matter contract or task creation

Steps:

The Automation Hub allows you to automatically generate reminders for matters, cases, contracts, tasks, hearings, and more—ensuring deadlines are never missed.

Steps

1. Access the Automation Hub

• Go to System Settings → System Preferences → Automation Hub.

2. Create a Rule

• You can create a new rule or edit an existing one.

• Select a trigger, such as:

  • Creating a corporate matter

  • Opening a litigation case

  • Adding a contract

  • Creating a task or hearing

3. Set Conditions (Optional)

• Click the “+” icon and select Add If.

• Define conditions such as:

  • Matter practice area

  • Contract type

  • Priority level

• If no conditions are required, move to the next step.

4. Add a Reminder Action

• Click the “+” icon → Add Then 

• Then select Add Reminder from the Actions

• Configure reminder details:

  • When it’s due:

    • Due in → set the number of days (e.g., 10 days after trigger creation).

    • Due date → use the due date from the item itself (e.g., contract end date).

• • Reminder type: Specify the reminder type such as Renewal, Hearing, Meeting...

  • Choose how and when users are notified.

    • Set “Notify me before” (e.g., 5 days, 2 weeks, 1 month).

    • Decide if notifications should appear as in-app pop-ups or emails.

  • Recurrence (optional): Configure if the reminder should repeat on a specific schedule.

  • Recipients: Assign who will receive the reminder (e.g., assignee, creator, requestor, or specific users).

  • Summary: Add a clear description of the reminder’s purpose.

• Save the rule once all details are complete.

Result

Once the trigger and conditions are met, the system will automatically generate reminders based on your rule, and notify users accordingly.

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

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