Automations
Working in Legalboards: New Matter Automation
In this guide, you’ll learn about how to use the New Matter automation in Legalboards.
Everything You Need to Work Smarter—From Templates and Real Practice Examples to Tools That Streamline Your Legal Operations
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
With Legalboards’ workflow automation system you can plan, organize, and work efficiently by automating actions. There are ten different types of actions
