The ability to assign tasks and create events for a wide range of activities can go a long way to managing your workflow in Merus, but there are times that, without automation, the same task would need to be entered repeatedly by hand. The workflow automation tool allows you to set up automatically generated tasks and events tied to activity tags. Each time a tag is used in a given case, the workflow automation tool can spawn a series of items tied to that case, and assigned to the appropriate staff.

One way to implement an automated workflow in Merus is to create a series of tasks and events that are automatically generated every time a new case file is opened. Every case which gets created in Merus is assigned an activity indicating when the case file was opened, and that activity is tagged Case Created. Actions can be set in your firm's workflow settings to assign a task to have the attorney handling the case to prepare for an upcoming deposition, or to prompt a specific staff member to schedule a medical appointment.

This workflow action will create a new task for the attorney responsible on a case every time a new case is created.

By creating these automated workflows in Merus, you can save the time you would spend manually entering a wide number of events and tasks tied to specific case activities, such as creating a new case, or filing an Application for Adjudication, and instead of managing your office logistics, you can be focusing all your attention on your case load.