Leverage automation to drive productivity and client success.
* 7 days free * No credit card needed
Stay on top of cases by automatically assigning, delegating, and managing tasks.
Start saving time by creating automations in just a couple of clicks. No tech expertise required.
Reduce delays and mitigate risks with timely reminders for critical deadlines, potential conflicts, or missed tasks.
When a task’s status is completed, update the matter
When a matter moves to the next phase, create a task
Change the matter’s status after a period of inactivity
Send a welcome email when a new matter arrives
After a certain time period, create a new task
When a task is completed, create another
When a matter progresses, create a new task
When the matter’s stage is updated, send a flat fee quick bill for the client
When a key task is complete, send a follow-up email to your client
See how Legalboards is helping firms like yours manage their workflows and deliver for their clients:
