Automated Workflow Features
Work smarter, not harder -
Allow CampLegal to work for you
Free up your time to focus on more important tasks and let CampLegal work for you.
Automate your busy work
Eliminate the redundancy of everyday actions and work more efficiently. For instance, you would like to send an email to a client, assign a task and add a calendar event; rather than individually completing each action, our new feature allows you to automate the entire process in a single click.
Do a lot of the same -
Automated workflows will help reduce many repetitive steps.
Trigger an automated workflow from a task, status, milestone or manually to invoke your actions. The actions we support are sending texts, sending emails, adding tasks, adding case notes and adding calendar events...have as many actions in one workflow as you need.
Automate your eSignature requests
Unlimited templates, auto-filling clients data in the templates, creating invoices after all signatures are collected, automatic payment requests and signed documents magically added back to your client's profile...abracadabra watch the power. eSignatures are sent to your client via text and email.