Events from legal work
Use supported creation and update events from matters, tasks, documents and other records as the starting point for a rule.
Automations
Make routine follow-up part of the firm's process. Choose a supported record event, set the conditions and define the action that should run when those conditions are met.
Sample workspacelawaos.com
Search workspaceOkafor & Byrne
My Automations
3Prepare a new matter
Matter created
Create a task
3 records shownMy Automations
Defined conditions and actions
Create follow-up tasks, send configured notifications or emails, or update supported fields when the rule's conditions match.
Run history and control
Keep rules active or paused and inspect run records, counts and recent activity to see what happened.
In daily practice
- 01
Choose the event
Start from a template or select the record event that should prompt follow-up.
- 02
Define the action
Set conditions and configure one action, checking the destination and any client-facing wording.
- 03
Review the result
Enable the rule, inspect its run outcome and pause or revise it if the result is not appropriate.
Before you begin
A rule has one configured action. Separate rules can respond to the same supported event. Do not assume an arbitrary multi-step process or an action that is not offered by the builder.
No. Actions can be skipped or fail, including when required record values or sending configuration are missing. Review the recorded outcome and delivery detail rather than relying on the active switch.
Keep the context