Workflow automation
Stop re-entering the same follow-ups every file.
Build stage-based rules once — LawNest runs them when something happens in your firm. New consultation booked? Create tasks and send a confirmation. Invoice overdue? Notify billing.
- Visual workflow builder tied to lead stages and matter events
- Triggers: lead status changes, intake submitted, retainer signed, invoice overdue
- Actions: create tasks, calendar events, and client emails
- Lead converted workflow fires when a lead becomes a client
- No Zapier required for common firm automations
- REST API and webhooks for custom integrations
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