New Matter Intake
42 runs
Payment Reminder
18 runs
Document Request
7 runs
Client Onboarding
Never run
Describe a workflow in plain English
Workflow Blocks
Drag blocks to the canvas. Click to configure.
Triggers
New Matter
Document Uploaded
Document Signed
Intake Completed
Stage Changed
Schedule
Actions
Send Email
Create Task
Generate Document
Send for Signature
Send Payment Reminder
Timing
Wait / Delay
Logic
If/Then
Trigger
New Matter Created
Action
Send Welcome Email
Action
Create Conflict Check Task
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