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Automated Tasks & Workflows
Set it up once. Let the system do the rest.
Every time a case moves to a new stage, someone has to remember to send the letter, request the report, open the claim, and schedule the consult. Multiply that by two hundred active cases and you have a recipe for missed steps. Docket automates it — define your workflow once, and the right tasks get created, assigned, and tracked every time.
Garcia v. Metro Transit — Tasks
80%
Reduction in manual task creation
0
Missed deadlines
15 hrs
Saved per week, per firm
Tasks that create themselves
No more "did anyone send the letter?"
When a case moves to a new stage, Docket automatically creates every task that stage requires — with the right assignee, due date, and priority. Your team opens their task list already knowing what to do.
Stage-based automation
Build rules once, reuse them for every case
A simple trigger-and-action model: when a case enters a stage, it fires a set of actions — create tasks, send notifications, move the case forward. Different case types can have completely different workflows.
Workflow Rule
When: Case moves to Demand
Nothing falls through the cracks
A firm-wide view of what's getting done
The task dashboard shows overdue items, team workload, and completion rates at a glance. Managing partners spot bottlenecks before they become problems.
Everything you get
All included in your Docket Manage subscription. No add-ons. No per-use fees.
Key capabilities
Zero-Touch Task Creation
When a case moves stages, every required task is created automatically with the right assignee and due date.
Case-Type Workflows
Auto accidents, premises liability, and medical malpractice can each have their own complete workflow.
Escalation Alerts
When a task goes overdue, the assignee is reminded. If it stays overdue, the team lead is notified.
Workload Balancing
See how many open tasks each team member has across all cases. Reassign work with a click.
Relative Deadlines
Set due dates relative to milestones — "7 days after demand sent." Deadlines recalculate automatically.
Performance Tracking
Track completion rates and average time-to-complete. Identify which workflows need tuning.
Frequently asked questions
Do I need technical skill to set up workflows?
Not at all. The workflow builder uses a simple trigger-and-action model — pick what triggers the rule, define the actions. No code, no formulas.
Can different case types have different workflows?
Yes. Each case type can have its own complete workflow with unique tasks, and the correct workflow applies automatically when you create the case.
What happens if I change a workflow after cases have started?
Changes apply to future stage transitions only. Cases that already passed a stage won't retroactively receive new tasks, so you can safely modify workflows without disrupting cases in progress.
Can I set up recurring tasks like monthly check-ins?
Yes. You can create recurring task templates that repeat on a schedule while a case is in a given stage, and they stop automatically once the case moves on.
How does this integrate with calendar sync?
Tasks with due dates automatically appear on the assigned team member's synced calendar, and changes stay in sync in both directions.
Request a Demo
Get a personalized tour of Docket—no contracts, zero onboarding fees.