Workflow Overview

MyCase Workflow is a very powerful tool for saving time and increasing the everyday efficiency of your law firm.

Ben Quagliani avatar
Written by Ben Quagliani
Updated over a week ago

MyCase Workflow is a very 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 particular case (which will add all of the associated tasks and/or events to the case).

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Some examples of when Workflow is most useful are...

1 - Every time you open a new case, you have the same 12 tasks that must be completed (get signatures from client, request copy of 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.

2 - 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 payment must be received 7 days before the trial, etc. Using Workflow, you can quickly add a series of deadlines to your calendar.

3 - You are a criminal defense attorney that represents DUI clients. Every time you open a new case for a client, you always have the same 12 tasks and 4 deadlines that must be added to the case file. Instead of having to manually create each task and calendar event one-by-one, 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, let's take a look at Creating and Applying Workflows.

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