Automations

In this guide, you’ll learn about how to use the New Matter automation in Legalboards.

Some events are bound to happen- especially as your cases progress. That’s why we’ve added the new event automation that works directly

We’ve heard your requests and have added a new automation that allows you to update the status of your tasks based on

In this guide, we’ll walk you through setting up our newest automation action: Checklist Creation. This automation will allow you to automate

Create unique email notifications personalized to your team, clients, or external consultants by setting up email automation in Legalboards. By creating “Send

In this guide, we’ll walk you through how to set up a card movement automation trigger for increased productivity. This means that

An important part of a team leader’s role is to distribute and organize team members. A team leader has to address who’s

This guide covers how to create a move card automation action in Legalboards with examples of the automation in use. With this