Workflows -The Lost Atlantis of PracticeMaster

Workflows are a powerful feature within PracticeMaster that allow the automation of tasks, mostly those that are dependent on or triggered by some other event. For instance, a workflow can create an email to the primary attorney when a case is closed; or automatically generate a Fee Agreement when a case is opened; or instantly schedule a deposition summary to be submitted to the claim rep when a deposition is scheduled.

We call them the “Lost Atlantis of PracticeMaster” because most PM users are not even aware that they exist.

Join Paul as he explained workflows in greater detail, showed some examples, and gave some basic insight into how they are created.

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