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Hey y'all. Zack Glaser here, the legal  tech advisor at Lawyerist. And I've got   another quick product demo for you. This time  we'll be looking at MyCase. Specifically,   we'll be digging into setting up their  workflows and their case stages. Now,   the workflows are essentially a series of  connected tasks and meetings, and possibly   even template documents, that you can put onto  a, or you can connect to a, case that that is in   existence. And they're basically just templates  of tasks that you can do. But let me show you.   So, if we dig into one of the  open cases that we have here. And we'll go to Kramer versus Kramer. And you can see the dashboard for the open  case here. And there's a ton of information.   But what we're concerned with right now is  just this "workflows" right here. And so   this "workflows" is gonna, it's gonna affect  our tasks, it's gonna affect our calendar,   and it could affect our documents.  But we're gonna drill down into there. And in order to apply a workflow to one  of these cases, you simply click "apply   a workflow." So we choose a workflow. The only  one we have right now is this "client intake."   And we're going to choose a retention date. And  this retention date is really just the pivot date   for all the other tasks. It's the date that  the other tasks are going to be based off of.   And you can call this date anything you want when  you're setting up the workflow, but right now,   because it's "client intake," we do  retention dates. We're going to do   February 4th. We're gonna assign somebody  to it, and apply that workflow. And when   that workflow is applied, you're gonna  see it here in this "workflows" section.   And you're gonna see what was done. So  we have one task, "prepare documents."   Two tasks, "deadline to submit paperwork."  And then three tasks, "call client."   And then we have a calendared meeting here  "in-office discovery meeting." So those are   all the things that were assigned to us. And we  can find those by looking at tasks within this.   And calendar within this case. Or we could go to  the tasks that we have broadly, and this tells us   all the tasks we have all over our cases.  Now if we wanted to change those workflows,   or create a new workflow, because as you as  you get into here I'm sure that you would   have other workflows that you want, you  just simply go to "settings," "workflows," and then you can either edit the workflow  by clicking on it and drilling into it,   and you can change things like the days  the priority, you can add or remove tasks,   you can add or remove calendar events, or change  the calendar event, and you could add document   templates to the workflow as well, if you had  document templates, which we don't have right now. But we're going to go back and we're  going to "add a workflow." So we're   going to start at the beginning  and we're going to call this, "close case," and our trigger label is going to be "case judgment date." [Aside] Spell that like a normal human being. And we're going to add the  workflow. And we can add   tasks to this workflow. And so  one of our tasks is going to be, "call the client." And we're going to  do that "one day" after we get our,   after we get our case judgment  date. So we're going to save that.   Then we're going to add another  task. And in this we're going to do,   we're going to "disengage client." And in here,  we can add checklist items. That way there are   specific tasks within the task, that way you  don't have to put all the tiny tasks into the,   uh, into the checklist, or into the workflow.  You can just put them in the checklist here. And since we're sending a final bill,  we're going to make that "high priority."   We're going to make this due "one weekday" after  the case judgment date. And we could actually make   this based on the completion of another task,  the "call client upon update," we can make it   "no due date," or we could just trigger "based on  the trigger event." So we're going to save this.   And you're going to see that we now have two tasks  in this workflow. If we wanted to, we could create   a calendar event for a meeting between everybody,  or a meeting with the client, or we could add   documents to this workflow, as well. So that's  the the quick, simple look at workflows in MyCase.   And another aspect of MyCase that they have, that  some of the other law practice management systems   may not have, is multiple statuses for your  cases. And they call these "case stages."   And when we're in "settings," we  just go over here to "case stages." And you can see that, right now, we have  "discovery," "in-trial," and "on-hold."   And we can assign those stages to any type of  case that we have. But, here in the settings,   we can edit these stages, or we can edit their  names, we can delete them, we can add new stages. So, we'll add "pre-discovery." Move it up  to the top, and then save changes, here.   And I'll show you where that affected things.  So, we go to this "my open cases," again. We go to Kramer vs Kramer,  the case we were in earlier, and, right here, you see case stage  "discovery." And if I click on that pencil,   I can change the case stage. And we can go to the  new one that we have, which is "pre-discovery,"   And you'll see that the color over here in  the case timeline changed, because it keeps,   this case timeline keeps track of how long you've  been in certain case stages. Which can give you   a 30,000 foot view of this case. And help you  determine whether or not you're bottlenecked,   or something like that. Anyway you can  have as many case stages as you want,   and you can break these into, you know, anything  that that is appropriate for your, your file. So,   hopefully that was that was helpful, and a decent  look into the case stages and the workflows   of MyCase. If you want more information I'm sure  MyCase would be happy to give you a demonstration.   I know, currently, they have free trial  accounts that you can use for a couple of weeks.   And it might help you get a little bit more of a  feel of what's in here. One of the things that I   think is very interesting, that you might want to  look at, is the chat function over here. Which is   very much like #Slack, built into MyCase.  It is an interoffice communication portal.