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Search results for:workflow

Workflows with Matter Types and Statuses

Workflows make it easy to stay on track as your matters progress… Matter Workflow Automations… Status Removing a Matter Status from a Matter Type Deleting a Matter Status Matter Workflow
Jeremy Peskin avatar
Written by Jeremy Peskin. Updated over a week ago

Open, Pending, and Closed Matter Status

Setting Up Matter Workflows for Open, Pending, and Closed Statuses… In Docketwise, you are able to take advantage of our Matter Workflow (matter types & matter statuses)… To get started, you will click the + Create Workflow button
Chris Williams avatar
Written by Chris Williams. Updated over a week ago

Tasks and Tasklists

Managing your tasks and workflows is easy with Docketwise, even when you're collaborating with staffmembers… Managing your tasks and workflows is easy with Docketwise, even when you're collaborating with staffmembers… With Tasklists, you can generate long lists of tasks, steps, workflows and prefiling instructions in
Jeremy Peskin avatar
Written by Jeremy Peskin. Updated over a week ago

How to prepare an H-1B Case

Optional step: If desired, at any point, you can create a workflow to guide your staff using our Tasklist
Jeremy Peskin avatar
Written by Jeremy Peskin. Updated over a week ago