Firm OS & Practice Operations
Firm Workflow Automation & Event Triggers
Event-driven workflow engine: automated task generation on court order upload, WhatsApp / Email hearing notifications to clients, auto-invoice triggers on milestone approval, and SLA escalations.
8 min read•Firm OS Enterprise•Updated October 2026
1.Review Active Automation Rules
Open 'Workflow Automation' under ADMINISTRATION in the sidebar.
Controls:+ Create Automation RuleRule Active Toggle
- Why it is there: To eliminate repetitive administrative tasks and guarantee timely client updates and court compliance.
- How it helps: Automates next-step task creation, sends instant hearing reminders to clients, and escalates impending deadlines.
- Rule Triggers: New Hearing Listed, Court Order Uploaded, Escrow Milestone Approved, Statutory Limitation Approaching (<48h).
Chamber Authentication Required
Step 1 is shown above as a preview. All remaining procedural steps, litigation blueprints, and interactive controls require an active chamber or firm login.
Frequently Asked Questions
- Who in the firm can perform actions in Firm Workflow Automation & Event Triggers?
- Managing Partners, Equity Partners, and authorized administrators have full write permissions according to the firm's RBAC matrix.
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