Legal Workflow Automation Software: Customization for Your Cases

Are you constantly creating the same set of tasks and events every time you start a new case? MyCase's legal workflow automation feature will save you from that repetitive hassle! With our new workflow feature, automating your process is a breeze. You can now create automated workflows based off the type of cases you are working on - be it criminal defense, family law, estate planning, etc. - and apply those to any new cases you create.
Try It Free!

 
Task Templates thumbnail

Task Templates

Save time on repetitive legal matters when you use the workflow feature to create routine tasks that are automatically created with the click of a button.

Case Flows thumbnail

Case Flows

Do you have cases that follow the same road map? Create type-based workflows to keep your cases consistent.

We Know That Not Every Case Is The Same:

You can customize each workflow on a case-by-case basis as needed while still utilizing a general template! The benefits of our workflow automation tools include saving you valuable time, increasing project consistency, and eliminating inefficiencies in your practice.

"The workflows feature alone makes it worth the investment."

James W. Hart
The Hart Law Firm, P.A.


"MyCase has simplified my client intake workflow and made that portion of my practice about as modern as possible. When I speak to a client, initially, I take their information and enter it into MyCase. From there, I use the document merge feature to share an engagement letter and intake worksheets (as appropriate). This process, along with my intake workflow has simplified my client intake and made that portion of my practice about as modern as possible."

Eric Gold, Esq.
Law Offices of Eric J. Gold


"MyCase workflow automation is extremely user-friendly and easy to set up. For example, within a matter of minutes I was able to put all of my standard tasks related to client intake into a Workflow I labeled 'Intake'. What previously would have taken 5-10 minutes per file will now take about a minute or less each time I open a file."

Karen Jacques
Jacques Law

NEXT FEATURE: Metrics & Reports 

Get unlimited access to all the benefits. Start your free trial today.

No credit card required. Commitment-free. Cancel any time.
Try it free

Get unlimited access to all the benefits, free for 30 days.

No credit card required. Commitment-free. Cancel any time.
Try it free