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Workflow Automation

Corporate Legal & Claims

Governance, Risk & Compliance

Human Resources Compliance

2016 Jan - Key Dates, Workflow Targets, and Reminders

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Learn how these three features can be used together for maximum value in the Lawtrac Webinar

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”