Matter lifecycle automation
Built around legal matter execution, not generic CRM deal stages or disconnected task lists.
Workflow Model
Matter Stage
Task + Deadline
Condition + Wait
Follow-Up + Traceability
Workflow Automation
Turn your firm's process into a repeatable system.
PallmLaw gives trusts and estates firms a configurable workflow engine built around how legal work actually moves: matters, stages, tasks, deadlines, notes, parties, client status, and practice-area-specific processes. Completed work also feeds the intelligence layer for cycle time, stalled matters, workload, and team reliability.
Practice-area-specific workflow rules
Built around legal matter execution, not generic CRM deal stages or disconnected task lists.
Stage-based task templates and handoffs
Built around legal matter execution, not generic CRM deal stages or disconnected task lists.
Critical date and deadline-aware reminders
Built around legal matter execution, not generic CRM deal stages or disconnected task lists.
Conditional logic based on matter, task, stage, assignee, and retained status
Built around legal matter execution, not generic CRM deal stages or disconnected task lists.
Automation run history, waiting runs, failures, and traceability
Built around legal matter execution, not generic CRM deal stages or disconnected task lists.
Operational Control
Less manual coordination, more matter throughput.
Tasks, deadlines, reminders, notes, and client communications can be triggered automatically based on where a matter is and what needs to happen next.
- Matter-stage automation
- Deadline-aware task automation
- Delayed actions and wait steps
- Run history and operational traceability
