To make any changes to an existing autoflow, please follow the below steps:

  1. Go to Autoflows under Firm Settings, select autoflow you want to edit.
  2. Click Operations Menu.
  3. Click Edit.
  4. Once your editings are done, click Save.

NOTE: Any changes that you make on autoflow, will only impact the future autoflows and not on the autoflows already applied to a contact/matter. 


Related Articles:

Autoflows Overview
Add/Create an autoflow
Apply autoflow to a contact
Apply autoflow to a matter
Delete autoflow
How do I remove a task from an autoflow?


About LawGro:
LawGro is a virtual law office management software - it enables lawyers to increase client happiness and grow law firm business.

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