Automations are used to automatically send a message or a checklist to a Client based on different triggers and timeframes.
How to add a new automation
From the Case Status homepage click the Profile Icon and choose Settings.
In the top left choose Practice Areas.
Choose the Practice Area that you wish to add the automation.
Automations are based off the Practice Area. If you wish to create an automation for all Practice Areas you will need to create it in each individual Practice Area.
Choose Automation in the top middle next to Stages
Choose + New Automation Template
Create your Automation
Check How to Build an Automation for more specifics on each automation type and datapoints.
Choose Save
Once you create the automation you can choose Apply Automations to All Existing Matters if you wish
How to adjust an existing automation
From the Case Status homepage click the Profile Icon and choose Settings.
In the top left choose Practice Areas.
Choose the Practice Area that you wish to edit the existing automation.
Automations are based off the Practice Area. If you wish to edit an automation for all Practice Areas you will need to edit it in each individual Practice Area.
Choose Automation in the top middle next to Stages.
Find the automation you wish to edit and choose Edit next to it.
You can also choose Delete if you wish to remove the automation completely.
Make your changes and choose Save.
Once you create the automation you can choose Apply Automations to All Existing Matters if you wish.