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Business owners: keep legal assistant boards clear after completion

Business owners: keep legal assistant boards clear after completion

Business owners see legal assistant boards clog with completed items, causing visibility loss and extra admin. Configurable archiving removes done items after a delay, keeping boards focused.

Business owners: keep legal assistant boards clear after completion

Overview

Board clutter hides legal priorities and forces manual cleanup, putting follow-ups at risk and wasting staff time. This workflow archives items marked done after a configurable delay, preserving board focus and eliminating routine admin so your legal assistants can concentrate on active work.

Notable Features

  • Archive completed items after delay
  • Filter items with status done
  • Keep boards focused on active work

Business owners: keep legal assistant boards clear after completion