Never Miss a Follow-Up with Task Automation
Automatically create tasks when court dates are added, cases are closed, or new clients get their first case—so nothing slips through the cracks.
You add a court date. You mean to block time for prep. Then the week gets away from you, and suddenly the hearing is in two days and you're scrambling.
Or you close a case and tell yourself you'll file the final paperwork next week. Next week becomes next month. The file sits in a pile.
Sound familiar? Follow-up tasks are easy to intend and easy to forget. Task automation in MyLawyerLink fixes that by creating the right tasks at the right time—automatically.
What Is Task Automation?
Task automation rules create case events (tasks) when something happens in your practice. You define the trigger and the outcome once; the system does the rest.
- When a court date (or deadline, or meeting) is added → create a "Prep for hearing" task 14 days before.
- When a case's status changes to Closed → create a "File closing paperwork" task due in 7 days.
- When a new client's first case is created → create an onboarding or intake task.
Rules are configured per team in Team settings under Task automation. Each rule has a trigger type, optional filters (e.g. which event types or statuses), and settings like how many days before or after the trigger the task is due. You can assign tasks to a specific team member or leave them unassigned.
Triggers You Can Use
| Trigger | When it runs | Typical use |
|---|---|---|
| Case event created | A case event of the selected type(s) is created (e.g. court date, deadline) | Create a prep task X days before the event, or a follow-up task X days after |
| Case status change | A case's status is updated to one of the selected statuses (e.g. Closed) | Create a task for closing paperwork, archiving, or final billing |
| Client created | The client's first case (in any team) is created | Onboarding or intake task for brand‑new clients |
| Client assigned to team | The client's first case in this team is created | Team-specific onboarding when a client is assigned to your team |
So: add a hearing → get a "Prep for court" task two weeks out. Close a case → get a "File closing docs" task. Bring on a new client → get an intake task. No manual task creation required.
Why It Helps
- Consistency — Every court date can get a prep task; every closed case can get a follow-up. No relying on memory or ad‑hoc lists.
- Visibility — Tasks show up on the case timeline and in event views. Assigned users get in-app notifications so follow-ups stay on the radar.
- Fewer dropped balls — The system creates the task when the trigger fires. You don't have to remember to add it later.
How to Set It Up
- Go to Account → Teams → select your team → Task automation.
- Add a rule: choose a trigger type (e.g. Case event created).
- For Case event created, pick which event types (e.g. Court date, Deadline) and set days before or days after the event for the task due date.
- For Case status change, pick which statuses (e.g. Closed) and set how many days after the status change the task is due.
- Give the task a title (e.g. "Prep for hearing", "File closing paperwork"). Optionally set an assignee.
- Save. New events or status changes that match the rule will automatically create the corresponding tasks.
Rules are per team. If you use parent/child teams, configure automations on each team whose cases should get those tasks.
Small Detail: Weekends and Mondays
For Case event created rules, you can enable Use previous Friday if weekend or Monday. When this is on, if the calculated task due date would fall on a Saturday, Sunday, or Monday, it's moved to the previous Friday. That keeps due dates on business days when that matters for your workflow.
Start with One Rule
You don't need to automate everything at once. A single rule can already change habits:
- "When we add a court date, create a task 14 days before" — so prep is always on the calendar.
- "When a case is closed, create a task in 7 days to file paperwork" — so closing doesn't mean forgetting the last steps.
Set up one rule, let it run for a few weeks, and then add more as you see what else you want to automate. Task automation is there to make sure the right follow-up exists at the right time—so you can focus on the work instead of remembering to create the task.