Maintain consistency, reduce manual admin, and never miss a step during your case.
Bedrock’s legal task automation software transforms your task and communication processes ensuring key actions, client notes, and client correspondence is captured accurately at the right time.
Bedrock’s system uses an automated legal workflow linked to your matter type, stage, and application. This workflow triggers the creation of tasks and automatic emails from your firms’ desired email address, without requiring any additional input meaning there’s less admin for you to chase.
Automatic Task Creation
The Tasks tab provides you with a clear, structured picture of every task related to your matter.
Whether created by you, or by the workflow engine, each task is logged against the matter reference and client, giving you complete visibility.
Each task is created with predefined descriptions reflecting common case requirements, such as sending client care documentation, following up with the Officer in Charge, or completing police station billing.
Your task is automatically assigned to the relevant fee earner or administrator, with an action date applied based on your firm’s timelines. Reminders then prompt follow-up activity and ensure your deadlines are met.
Tasks are also categorised according to their purpose, such as workflow actions, bail-related follow-ups, or billing activities. This categorisation allows you to quickly understand the nature of each task and prioritise your workload accordingly.
The Tasks screen then lets you view, edit, or complete tasks, ensuring your progress is accurately recorded as the matter develops.
Automated Client and Contact Emails
Custom email templates ensure your communications are consistent, professional, and compliant with your firm’s standards.
When creating your task, Bedrock’s Workflow supports automated email communications to clients and associated contacts. These emails are triggered at specific points in the matter opening process, such as immediately after a matter is created or when a particular stage is reached.
Typical automated emails include client care letters, confirmation of instruction, and notifications advising your client on the progress of their matter, with each being sent automatically to the appropriate recipients reducing delays and ensuring timely communication.
All automated emails are then logged against the matter record, providing a complete audit trail of outgoing correspondence at a glance. This allows fee earners and administrators to easily confirm when communications were sent, and what information was shared with the client or third parties.
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If you prefer, you can email us at info@rockms.co.uk
