Workflows & Automation

Learn how to use workflows to automate your business.

What is a Workflow?

Workflows are like little programs that automate you and your team. Learn what all they can do!

Workflow Tools

Let's go through the workflow tools and talk about each one.

Conditions & Dynamic Workflows

Workflows can be dynamic based on response and other actions that your prospects take.

Troubleshooting Workflows

Got an issue in your workflow? Here's how to find it and fix it.

Adding Contacts to Workflows

So you have your workflow ready to launch! How do you add clients or prospects to it?

Workflow Recipes

Tap into workflows that are already remade for you!

How were you hurt?

• Car Accident

• Truck Accident

• Bicycle or Pedestrian Accident

• Motorcycle Accident

• Other Motor Vehicle Accident or Injury


How long ago was your accident?

• In the last 14 days

• Within 1-3 Months

• Within 3-6 Months

• Within 6-12 Months

• More than 1 year ago (disqualify immediately)

• More than 2 years ago (disqualify immediately)


Were you at fault in the accident?

• No, it was not my fault

• Yes, it was my fault (disqualify immediately)


Did the police arrive?

• Yes

• No

• I don't know


Are you currently represented by an attorney for this case/accident?

• Yes (disqualify immediately)

• No

Please Describe Your Accident:

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