
How to Create an Automated Case Update Workflow in Legalboards
An automated case update workflow helps law firms reduce manual follow-ups, eliminate status confusion, and keep cases moving without constant check-ins. Instead of relying on
Everything You Need to Work Smarter—From Templates and Real Practice Examples to Tools That Streamline Your Legal Operations

An automated case update workflow helps law firms reduce manual follow-ups, eliminate status confusion, and keep cases moving without constant check-ins. Instead of relying on
Most law firms already have workflows.Boards exist. Tools exist. Processes are documented. What’s missing is adoption. Attorneys forget to update tasks.Paralegals end up chasing information.Office
In an industry built on confidentiality, trust, and compliance, data security is more than a priority for law firms; it’s a professional obligation. As firms increasingly adopt

Paralegals sit at the heart of every law firm. They keep cases organized, track deadlines, manage documents, and ensure attorneys have exactly what they need to

“Real-time collaboration” means working together on cases and tasks with instantaneous (or near-instant) communication and updates: shared dashboards, live editing, instant notifications, centralized document access,

Law firms today are balancing growing caseloads, rising client expectations, and an increasingly competitive market. To keep pace, firms are turning to workflow automation, one