Within Access Legal Case Management workflows there are file opening forms which can trigger automated tasks when ran. These can be edited or amended to run more or fewer tasks based on what you would like to happen.
The file opening form can be found within the workflow, usually within the Stage A folder, as a template. You can enter the client's details here, as well as other information such as contacts or identification.
For more information on how to edit or amend the file opening form template, explore our advanced developer training >
Review file opening forms
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Written by Huzayfah Patel
Updated over 3 months ago