Build Your Workflow Once. Let AI Run It Every Time.
Missed deadlines. Dropped handoffs. Staff who don’t know what they’re supposed to do next. These are the silent killers of law firm efficiency — and client trust. Legal Authority’s Case Workflow Automation gives every matter a clear, automated roadmap from intake to resolution, with every task, deadline, and notification handled by the platform.
Legal Authority
Case Workflow Automation
Visual Workflow Builder
Design your firm's case workflows using an intuitive drag-and-drop visual builder. Define stages, tasks, deadlines, assignees, and conditional logic — then activate the workflow and let Legal Authority run it. No code required.
Practice Area Workflow Templates
Start faster with pre-built workflow templates for the most common legal practice areas — personal injury, family law, estate planning, real estate, criminal defense, and more. Customize them to match your firm's specific processes.
Automated Task Assignment
Every time a case advances to a new stage, Legal Authority automatically assigns the relevant tasks to the right team members — attorneys, paralegals, case managers, or support staff — based on your pre-configured rules.
Court Deadline Calculator
Enter a triggering event — complaint filed, discovery received, statute date — and Legal Authority automatically calculates all related court deadlines based on your jurisdiction's rules, populates them on the calendar, and sends reminders before each deadline approaches.
Escalation & Exception Management
When a task is past due, Legal Authority escalates automatically — notifying supervisors, reassigning tasks, and flagging urgent matters in the firm dashboard. Critical items are never overlooked.
Inter-Team Handoff Automation
When a case moves from intake to case management, from associate to partner review, or from litigation to settlement — Legal Authority handles the handoff notification, data transfer, and task activation automatically.
Integration with Document & Communication Modules
Workflow stages can trigger automatic document generation, client update notifications, billing entries, and calendar events — all without manual intervention. Every workflow stage orchestrates multiple downstream actions simultaneously.
Legal Authority
Automated Actions
STEP 01
Create matter file, send engagement letter for e-sign, notify assigned attorney
STEP 02
Generate case evaluation checklist, assign to partner, calendar consultation
STEP 03
Trigger medical record request letters, assign paralegal investigation tasks
STEP 05
Client update sent, negotiation log activated, counter-offer tracking enabled
STEP 06
Generate settlement agreement, send to client for review, trigger lien resolution workflow
STEP 07
Generate closing statement, process disbursements, send satisfaction survey, archive file
