Workflow Automation

Reduce administrative overhead by automating routine tasks — from document requests to deadline reminders — so your attorneys can focus on casework.

Automated Document Requests

Generate and send secure upload links to clients automatically when a case reaches the evidence-collection stage.

Deadline Reminders

Receive automated alerts as filing deadlines approach — amber warnings at 30 days, red alerts at 7 days.

Status Notifications

Attorneys and case managers are notified automatically when documents are submitted, cases change status, or criteria coverage gaps appear.

Coming Soon

Full Workflow Automation

Custom workflow rules, conditional triggers, and integration with your existing tools are on the roadmap. Contact us to join the early access list.