Free up your time to focus on your most important work with legal workflow automation software and leave the mundane to MyCase.
Easily automate repeatable tasks with MyCase legal workflow software. Use triggers to create the task, event, or document, and even base them on dates or completion of another task in your workflow. Create re-usable templates that include common tasks, events deadlines, and documents. Customize your workflow for each type of law you practice.
“Setting up workflows with a designated trigger date and trigger deadline ensures that tasks are assigned and completed by the right staff member at the right time. MyCase helps us stay on top of everything, which plays heavily into our increased client satisfaction.”
Michael Burton, McFarling Law Group
Save time by creating workflows and triggers that automate tasks within your team and practice area.
Even the smallest automations can make your day that much easier. Leave the details to us, we have it covered.
Legal workflow refers to a law firm’s internal processes for completing tasks as efficiently as possible. Improving your legal workflow saves time and money while reducing stress due to administrative burdens. With fewer administrative tasks, such as manual data entry, attorneys can fill their time by building valuable relationships with clients and focusing more on winning cases.
Workflow software for law firms enables you to create workflows that keep track of case milestones and instantly generate tasks and deadline reminders based on a unique date calculation. Legal workflow software standardizes internal processes, including the client intake process, email templates, and administrative tasks.
With legal workflow software, you can automate data entry and other busywork by using triggers to create a task, event, or document. Plus, you can use customizable templates for event deadlines, documents, and emails. For maximum optimization, legal workflow software uses integrations to connect to your favorite apps and software, including email clients like Gmail.
Legal workflow automation software enables you to automate routine tasks to reduce time spent on administrative tasks and proactively manage risk with document management automation and contract generators to draft legal documents.
In addition, legal workflow management software helps you stay on top of your case deadlines and court dates by creating workflows for unique case types. Based on your preferences, the workflow tool will automatically set up tasks and deadline reminders for that case.
Workflow software is appropriate for law firms of all sizes. Every case involves deadlines, court dates, and other events that workflow software can help manage. With workflow automation software, your team can easily generate documents and eliminate human error from manual data entry on intake forms while automatically populating intake forms before adding them to a case file.
With legal workflow automation, you can stay on top of your case deadlines and court dates more efficiently. Using legal workflow automation software, you can create workflows for unique case types and apply them to your cases when they begin. Based on your preferences, the workflow tool will then automatically set up tasks and deadline reminders for that case.
MyCase legal case management software is affordable and flexible. We offer three plan tiers to help law firms of all sizes find the features they need and avoid paying for those they don’t. Our legal workflow automation software is available with the MyCase Pro tier, starting at just $9 per user/month.
MyCase legal workflow automation software enables law firms of all sizes to get more done. With workflow automation, you can quickly reduce the amount of time spent on administrative tasks by creating unique triggers and calendar a case or deadline. In addition, our automation software for law firms allows you to generate case documents populated with case information, use rules-based calendaring, and eliminate manual data entry for intake forms.
Workflow automation is part of our case management solution, including other features like legal calendaring software, document management, and case analytics. Other products we offer include the following:
