Busy attorneys may find establishing tasks for each and every case overwhelming, especially with cases that can take months to complete and evolve over time. If you don’t have an assistant or administrative team at your disposal, it’s even harder to keep track of all tasks associated with a typical caseload. However, now with automated workflows, attorneys can predefine tasks in advance to allow for a smoother transition between each stage of your cases. 

By the end of this blog, you’ll learn how to develop workflows in PracticePanther from current legal professionals, complete with an in-depth example available at your disposal. 

PracticePanther’s customers use automated legal workflows in many different ways. These automated workflows ultimately aim to liberate attorneys from the burden of repetitive administrative tasks, enabling them to redirect their valuable time and energy toward providing personalized client services. 

Conditional Workflows

Users craft conditional legal workflows to navigate any situation that arises during a case. Conditional workflows offer increased flexibility by automating tasks according to precise conditional rules, such as task completion and specific dates after completion of a task. These workflows prove particularly useful when there is a need to complete tasks in a specific sequence or timeframe. 

To learn how to create a conditional workflow, find out more here

Branching Workflows 

It can be hard to predict where legal cases can take you, one way that PracticePanther’s customers ensure they’re always prepared is by using branching workflows. With this feature, users can seamlessly link one workflow to another, providing the flexibility needed when circumstances shift or clients introduce changes that demand a shift in priorities. These branching workflows become particularly useful when a task’s progression hinges on the outcome of a court case.

For example, the workflow for criminal defense cases can vary based on occasion. Instead of starting a brand-new workflow from scratch depending on the case’s outcome, PracticePanther’s users set up automated legal workflows to send the appropriate documents or information to their clients, tailored to the specific case result.

Learn how to create a branching workflow here.

How to Create a Workflow in PracticePanther (with Example) 

To start a workflow in PracticePanther, you’ll need to input essential details like the event subject, workflow name, task names, due dates, and additional case information.

To help you better understand how to create a workflow, we’ve prepared an example for your use. While the provided workflow template is designed for client intake, you can easily tailor it to meet your requirements. PracticePanther offers complete customization options within workflows to accommodate all your needs.

Streamline Case Progress with Automated Legal Workflows 

Every case is unique, just like how you operate your law firm. To effectively manage all the dynamic aspects of a case, workflows can be a great resource in reducing your stress by automating tasks. The “set and forget” element of a workflow allows PracticePanther’s customers to accomplish more in less time and concentrate on pressing matters. 

If you’re ready to begin creating your first workflow in PracticePanther, start on your free trial today and experience the benefits firsthand. Alternatively, if you’re interested in exploring how to craft more impactful workflows tailored to your firm’s needs, reach out to our team to learn more.

Download as PDF

Want a copy of this article? Download it for free!

Download This Post PDF Icon