Automation

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Automating Practice Management: Where and How to Get Started

Automation allows law practices to reduce the time spent on …

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What Can Lawyers Expect to See in 2022?
What Can Lawyers Expect to See in 2022?

The legal industry was forced to quickly adapt to a …

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Automation action: task status update
Working in Legalboards Automation: Update Task

We’ve heard your requests and have added a new automation …

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Automation Action
Working in Legalboards- Automation Action: “Move Card”

This guide covers how to create a move card automation …

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Working in Legalboards- Automation Action: “Send Email”

Create unique email notifications personalized to your team, clients, or …

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Automation trigger: move card featured image
Working in Legalboards- Automation Trigger: “Card Movement”

In this guide, we’ll walk you through how to set …

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