Workflow Automation That Runs Your Firm's Busywork For You.
Build no-code rules that create tasks, assign owners, send notifications, and move cases forward the moment something changes — a deadline approaches, a document is signed, or a status updates. No spreadsheets, no sticky notes, no dropped follow-ups.
Workflow Automation
Rules running across every case
The automation workflow
Standardize How Every Rule Fires, Every Time
Whether a rule is triggered by a status change, a date, or a signed document, Lextiff routes every automation through the same consistent process so nothing runs unpredictably — or not at all.
Trigger Selection
Choose the event that starts an automation — a status change, date, or new record.
Rule Builder
Define conditions with a no-code, drag-and-drop rule builder.
Automated Tasks
Generate tasks automatically with due dates and owners assigned.
Auto Assignment
Route leads, cases, and tasks to the right person automatically.
Notifications
Alert staff, attorneys, and clients the moment a rule fires.
Escalations
Reassign or notify a supervisor if a task goes untouched.
Approval Workflows
Route sensitive actions through a required approval step.
Automation Log
Track every rule execution in a searchable, exportable log.
Turn Every Case Milestone Into an Automatic Task
Stop relying on memory to know what needs to happen next. When a case hits a milestone, Lextiff generates the right tasks, with the right due dates and owners, automatically.
- ✓ Task templates by case type and case phase
- ✓ Auto-generated due dates relative to the trigger date
- ✓ Task owner auto-assignment
- ✓ Recurring task support
- ✓ Checklist-based task templates
- ✓ Task dependencies — sequential steps
- ✓ Priority tagging
- ✓ Task completion tracking
- ✓ Linked to case deadlines and calendar
- ✓ Bulk task creation across matching cases
- ✓ Custom task fields
- ✓ One-click task template editing
Task automation
Martinez v. Rivera Logistics
Task Automation
Triggered This Week
+ New RuleTask detail
Prepare Discovery Responses
Generated automatically from the "Discovery Deadline Alert" rule.
Rule — Discovery Deadline Alert
Created 12 Mar 2026
If (Conditions)
Module
Discovery
Field
Response Due Date
Condition
Equals Today + 3 Days
Case Status
Is Not Closed
Then (Actions)
Notify
Assigned Attorney + Paralegal
Channel
Email + In-App
Create Task
Prepare Discovery Responses
Escalate If Unread
After 24 hours
Rule Details
Rule Name
Discovery Deadline Alert
Module
Discovery
Created By
S. Whitman
Status
Active
Build Automation Rules Without Writing a Single Line of Code
Combine triggers, conditions, and actions in a visual rule builder. Test a rule before you turn it on, then let it run across every matching case in your firm.
- ✓ Drag-and-drop, no-code rule builder
- ✓ Trigger types — status change, date, form submission, document signed
- ✓ Multi-condition logic (AND/OR)
- ✓ Action library — assign, notify, create task, update field, convert
- ✓ Rule templates for common firm workflows
- ✓ Rule testing and preview before activation
- ✓ Rule versioning and rollback
- ✓ Rule priority ordering when multiple rules match
- ✓ Cross-module rules — intake, case, billing, and beyond
- ✓ Scheduled and recurring rules
- ✓ One-click rule activation toggle
- ✓ Team permission controls for rule editing
- ✓ Rule performance analytics
Track every detail
Everything Required to Automate a Firm's Workload.
Each rule has dedicated controls for exactly how, when, and to whom it acts — not just an on/off switch.
Alert staff, attorneys, and clients across email, SMS, and in-app the moment a rule fires.
- ✓ Real-time in-app alerts
- ✓ Email and SMS delivery
- ✓ Role-based notification rules
- ✓ Client-facing notifications
- ✓ Read and acknowledgment tracking
Route new leads, cases, and tasks to the right person without manual triage.
- ✓ Round-robin assignment
- ✓ Workload-based balancing
- ✓ Skill and practice-area matching
- ✓ Backup assignee on unavailability
- ✓ Reassignment audit history
Automatically reassign or notify a supervisor when a task or alert goes untouched.
- ✓ Time-based escalation triggers
- ✓ Supervisor and team lead routing
- ✓ Escalation channel override
- ✓ Repeat escalation intervals
- ✓ Escalation history per rule
Route sensitive actions — like settlement offers or fee changes — through approval first.
- ✓ Multi-step approval chains
- ✓ Role-based approver assignment
- ✓ Approve or reject with notes
- ✓ Auto-resume automation on approval
- ✓ Approval turnaround reporting
Standardize recurring task sets so every case gets the same checklist, every time.
- ✓ Reusable checklist templates
- ✓ Case-type specific templates
- ✓ Relative due date logic
- ✓ Shared firm template library
- ✓ Template version control
Maintain a complete, timestamped, exportable record of every rule execution.
- ✓ Full execution history
- ✓ Success and failure tracking
- ✓ Exportable audit log (PDF/CSV)
- ✓ Searchable by rule, case, or date
- ✓ Performance and error alerts
Auto assignment
Route Every Lead, Case, and Task to the Right Person Automatically
Balance workload, match by practice area, and eliminate the delay between a new lead arriving and someone actually picking it up.
Assignment queue — routed automatically
Auto Assignment
Manage RulesAssignment detail
New Lead — Slip and Fall
Assigned automatically based on practice area and workload.
Reassign
Override the automatic assignment if needed.
Change logged to the automation history
Round-robin assignment
Distribute new leads and tasks evenly across a team in rotating order.
Workload-based balancing
Assign to whoever has the lightest active caseload at the moment a rule fires.
Skill and practice-area matching
Route by case type, language, jurisdiction, or any custom attribute you define.
Make Sure the Right Person Knows the Moment It Matters
Route alerts to the right channel for the right audience — a quiet in-app badge for routine updates, an SMS for something urgent, and a client-facing email when it's their turn to act.
- ✓ Real-time in-app notifications
- ✓ Email and SMS notification channels
- ✓ Notification rules by role
- ✓ Client-facing notifications (portal, email, SMS)
- ✓ Daily and weekly digest notifications
- ✓ Escalation notifications
- ✓ Read and acknowledgment tracking
- ✓ Custom notification templates
- ✓ Do-not-disturb and quiet hours
- ✓ Notification analytics dashboard
Notification Center
Edit Notification RulesPrimary Channel Mix
Email 58% · SMS 27% · In-App 15%
Avg. Response Time
38 minutes
Automation Log
Rules Executed Today
186
Failed Executions
1
Tasks Auto-Created
41
Notifications Sent
142
⚠ 1 rule failed — review condition logic
Alert sent to the rule owner and system administrator
Every Rule Execution, Logged and Reviewable
Know exactly what fired, when, and why — with a full execution history you can search, export, and hand to a supervisor, auditor, or compliance officer without reconstructing it manually.
- ✓ Full rule execution history
- ✓ Success and failure tracking with error detail
- ✓ Exportable audit log (PDF/CSV)
- ✓ Searchable by rule, case, user, or date range
- ✓ Rule performance and reliability reporting
- ✓ Administrator alerts on repeated failures
- ✓ Role-based access to sensitive automation logs
Route Sensitive Actions Through the Right Approval Chain First
Not every automation should run unattended. Require sign-off from a supervising attorney or partner before a rule sends a settlement communication, adjusts a fee, or closes a case.
- ✓ Multi-step approval chains
- ✓ Role-based approver assignment
- ✓ Approve or reject with notes
- ✓ Automation auto-resumes on approval
- ✓ Approval turnaround reporting
- ✓ Fallback approver on unavailability
Approval Queue
Manage ApproversAction
Send Settlement Letter
Requested By
Automation — Rule #14
Approver
S. Whitman, Esq.
Case
Martinez v. Rivera Logistics
Requested
Today, 10:22 AM
Status
Awaiting Approval
Ready for review
Approve to let the automation continue, or reject with a note
Decision logged automatically to the automation history.
Everything Included in Workflow Automation
All the tools firms need to automate tasks, rules, notifications, and assignments — with a full, exportable log of everything the system did.
| ✓ No-Code Rule Builder | ✓ Automated Task Creation | ✓ Auto Assignment | ✓ Real-Time Notifications |
| ✓ Trigger Library | ✓ Task Templates | ✓ Round-Robin Routing | ✓ Email & SMS Alerts |
| ✓ Multi-Condition Logic | ✓ Recurring Tasks | ✓ Workload Balancing | ✓ Client-Facing Notifications |
| ✓ Action Library | ✓ Task Dependencies | ✓ Skill-Based Matching | ✓ Digest Notifications |
| ✓ Rule Testing & Preview | ✓ Bulk Task Creation | ✓ Manual Reassignment | ✓ Escalation Rules |
| ✓ Rule Versioning | ✓ Custom Task Fields | ✓ Approval Workflows | ✓ Notification Analytics |
| ✓ Cross-Module Automation | ✓ Task Completion Tracking | ✓ Approval Turnaround Reports | ✓ Team Notifications |
| ✓ Automation Log & Audit | ✓ Rule Performance Analytics | ✓ Permission Controls | ✓ Reporting & Analytics |
Automate the Busywork.
Let Your Team Practice Law.
Lextiff's Workflow Automation runs tasks, rules, notifications, and assignments in the background — so nothing waits on someone remembering to do it.
No credit card required · Setup same day · Cancel anytime