Advice and answers from the Docketwise Team

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

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

Two-Factor Authentication (2FA)

up 2FA, you will be prompted to enter the OTP Code from your authenticator app as part of your login workflow… will be prompted to enter the OTP Code received via the secure text message app as part of your login workflow

Two-Way Text Messaging & Client Consent

any new contacts added to the Docketwise app after August 31, 2023 will need to complete the consent workflow… We will be announcing this consent workflow feature in the coming weeks and providing a user guide before

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

Accessing & Using Your Client Portal

two-factor authentication is enabled, you will also need to complete the two-factor authentication workflow… mobile device Select the option to add a new app Scan the QR code from the portal login workflow… Additionally, you will need to use the secure OTP login code as a part of your login workflow