Custom Process Examples for Practice Management & Notifications
Examples that you can import or use as a basis for setting up your own Custom Processes.
- Create Time on Sent Emails
- Monthly Practice Reports
- Recurring Invoices
- Overdue Invoices Notification
- Draft Invoice Notification
- Draft Disbursements Reminder
- Draft Time Entry Reminder
- Custom Processes using Views and Summary Notifications
- Client Signed Notification
- Client Upload Notification
- Draft Filed Reminder
- Overdue Jobs Reminder
- Overdue Task Reminder
- Pending Approval Notification
- Blank Custom Fields Alert
- Missing Client Group Alert
- Practice Activity Alert
- Unassigned Job Partner or Job Manager Alert
- Unassigned Client Partner or Client Manager Alert
- Unassigned Tasks Notification
- Recurring Task Automation