Process

Processes provide a way to model business rules and add automation to ContactsLaw.

A process is a collection of rules which run in response to some event, or when started manually. These rules pertain to a particular subscription, workgroup or document type.

Assets

Similarly to how they are used in document templates, a process defines a set of assets that represent the resources it can refer to. One important difference is that processes can also create new resources (e.g. new contacts, matters, tasks, etc).

Entry Points

Entry points describe how to start a process automatically.

Rules

Rules contain the logic of a process.

There are several types of rules:

• Unconditional - performs a sequence of actions.
• If-Then-Else - tests a condition and executes a different sequence of rules depending on the result.
• Switch-Case - executes the sequence of rules that correspond to a particular value for an expression.
• While-Do - repeats a sequence of rules for as long as a condition remains true.
• For-Each - repeats a sequence of rules for each value in a set.

Conditions

Conditions are tests (typically expressions) that evaluate to either "Yes" or "No", and are the basis for making decisions in processes. They can be combined using Boolean logic ("and", "or").

Actions

Actions describe work to carry out within ContactsLaw.