MatterFirst Academy

Stages & Automation

Set up the stages your matters move through, create automations, and learn how to eliminate repetitive tasks from your practice.

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Intermediate 1.5 hrs 8 lessons

Lessons

8 lessons in this path

  1. 1 What are stages? The stages a matter moves through, and why they matter.
  2. 2 Creating your first workflow Building a workflow with the visual builder.
  3. 3 Choices and checks on a stage Ways out of a stage, and what must be true before it starts.
  4. 4 Connecting actions to stages What runs when a matter arrives at a stage, or leaves it.
  5. 5 Building automation rules When / Only if / Then rules that automate your practice.
  6. 6 Chaining automations Building multi-step processes with rules that trigger rules.
  7. 7 Monitoring automations Reading run history to track and debug automations.
  8. 8 Templates and packs Practice packs, built-in workflow templates, and cloning.

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Book a guided onboarding session and our team will walk you through setup, answer your questions, and configure MatterFirst for your practice.

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