Practice Manager provides detailed Workflow management tools to easily track, expedite and automate the workflow of every Matter/Case. The system provides an instant view of critical deadlines, who is working on what tasks, the overall progress of the Matter/Case, and automatically generates critical documents. Workflow plans can automate the scheduling of activities — critical dates, appointments, tasks and court events — and the production of work by facilitating the creation of documents, emails and time slips and executing other functions triggered at a specific phase of the workflow. Users can further standardize the process by creating Workflow templates to use in similar Matter/Cases-types, whether civil or criminal, to ensure compliance with speedy trial or other procedural limitations.


Practice Manager’s workflow has built-in conditional logic and date-dependency algorithms, assuring process compliance and expediting routine work functions.