A new “Workflows” tab now appears on all matters.
- Click the ‘+’ to start a new workflow for the matter.
- A list of available workflow templates is displayed and filtered to the matter’s practice area.
- Use the filter at the top to select another practice area.
- Click on any row in the list to expand to show the workflow description.
- Click the Play button to start the workflow.
- Start Workflow
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The Matter Name is prefilled.
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The Anchor Date defaults to today but can be adjusted as necessary. All other dates in the workflow will be scheduled around this date.
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The Firm Collaborator Roles are prefilled when there are firm members already listed as playing those roles on the selected matter. Fill in any missing firm members.
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Click “Save” to start the new workflow.
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A prompt will appear to save any of the newly selected firm members to their role on the matter for reuse in future.
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Capability is limited to Enterprise Plus & Enterprise Advance users.