Category: Automation

Automating Practice Management: Where and How to Get Started

Automation allows law practices to reduce the time spent on repetitive and tedious tasks, focus on the more critical aspects of the practice, and increase billable hours. In addition to streamlining functions for the practice’s financial benefit, clients are more satisfied as the firm can create higher quality work at a lower cost. Law firm

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Send Email Task

Working in Legalboards- Automation Action: “Send Email”

Create unique email notifications personalized to your team, clients, or external consultants by setting up email automation in Legalboards. By creating “Send Email” automations, you can go beyond a simple template email notification. However, templates can still appear as spam in some inboxes- which is a problem we want to help you with. Legalboards deals

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Kanban board

Working in Legalboards- Automation Trigger: “Card Movement”

In this guide, we’ll walk you through how to set up a card movement automation trigger for increased productivity. This means that when a card moves columns, a trigger will be set and have an automated response. Card movement automation triggers are easy to set up for daily use. By creating this trigger, you will

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Automation Action

Working in Legalboards- Automation Action: “Move Card”

This guide covers how to create a move card automation action in Legalboards with examples of the automation in use. With this action, your cards can automatically move within the same board and/or be created on a different board. This capability can significantly improve your productivity because of the clarity, collaboration, and synchronization it provides

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