Skip to main content
Mitratech Success Center

Client Support Center

Need help? Click a product group below to select your application and get access to knowledge articles, webinars, training content, and release notes or to contact our support team.

Authorized users - log in to create a ticket, view tickets status and check your success plan details.

 

Webinar - Key Dates, Workflow Targets, and Reminders

  1. Last updated
  2. Save as PDF

Key Dates, Workflow Targets, and Reminders

In this webinars users will learn how to set up and use the features below:

KEY DATES

  • Capture important dates on each matter
  • Used to standardize data points per matter type
  • Captions configurable by matter category/type 
  • Can be used to define workflow targets

 

WORKFLOW TARGETS

  • Streamline standard business process
  • Standard “due dates” to complete an action based on a defined key date
  • Automatically creates events that can be placed on your calendar

 

REMINDERS

  • Short Term
    • Easily configured by users
    • Sends email reminders to In-House Legal Staff, Key Personnel, Outside Counsel and optional recipients on a matter
  • Long Term (Contract Notification Module)
    • Quickly identify contracts reaching renewal or contracts outside of term dates
    • Sends one email to identified receipts with all qualifying dates for review
    • Module turned on/off by the Lawtrac Administrator
    • Configure which matters will be included based on their defined “Status”

Key Dates.png

Download PDF 
  1. Back to top
  • Was this article helpful?

Recommended articles

  1. Article type
    Topic
  2. Tags
    1. Key Dates
    2. lawtrac
    3. Reminders
    4. webinar
    5. Workflow targets