Where to Find Automations
Global setup:
Click your profile icon in the bottom-left corner.
Select Settings.
Click Automations in the left-hand menu.
Per-case activation: Each automation must be enabled on the specific case you want it to run on. To activate an automation on a case:
Open the case.
Go to Case Overview → Automations → Add Automation
Toggle on the automation(s) you want active for that case.
Important: Every automation will only execute on cases where it has been turned on — with one exception (see "Apply to New Cases" below).
The Automations Dashboard
The dashboard gives you a full overview of your team's automation setup:
Automation count — how many automations are currently configured.
Tiff chat box — describe what you want to automate in plain language and Tiff will help you build it.
Starter templates — pre-built automations to get started quickly.
Your automations — personal automations visible only to you.
Team automations — automations shared across the firm.
Creating an Automation
The quickest way to build an automation is to use the Tiff chat box on the Automations dashboard — just describe what you want in plain language and Tiff will build it for you. You can also click New Automation to open the full automation builder manually.
Visibility Settings
Set who can see and use the automation:
Setting | Description |
Private | Only visible and usable by you. |
Team View | Your whole team can see and run it, but only you can edit it. |
Team Editable | Your whole team can see, run, and edit it. |
Apply to New Cases
If visibility is set to Team View or Team Editable, you can toggle on Apply to New Cases by Default. When enabled, the automation will automatically be activated on every new case created by the team — no manual per-case setup required.
Triggers
Triggers define when the automation fires. You can add multiple triggers to a single automation.
Event-based triggers:
When a case is created
When case files are uploaded
Scheduled triggers:
Every day
Every X days (custom interval)
Agent Tools
Agent Tools determine what the automation is allowed to do. Select the tools relevant to your use case — the AI will only use the tools you enable.
Tool | What It Does |
Search Documents | Keyword, semantic, and regex search across case documents; folder and file listing. |
Case Overview | Read full case details for the trigger case. |
Documents | Generate free-form documents and save them to the case files as a .docx. |
Calendar | Read, create, and update calendar events. |
Tasks | List, add, and edit case tasks. |
Contacts | Search, read, create, and update contacts. |
Medical Providers | List, create, and update medical providers on a case. |
Liens | Create, list, and update liens on a case. |
Financials | List, add, and update expenses, time entries, and referral fee splits. |
Legal Research | Search case law and the public web. |
Attorneys | List organization members; add or remove attorneys assigned to the case. |
Emails | Send emails to the automation creator (with or without a template). With a template, emails can also be sent to the case client. |
Instructions
After selecting your tools, write plain-language instructions for what you want the automation to do. The AI interprets these instructions and uses the enabled tools to carry them out. Be as specific as you want — you can describe step-by-step logic, conditions, and output formats.
Saving and Sharing
Save the automation to add it to your dashboard.
Share via link to send it to a colleague so they can use or copy it.
Example Use Cases
Auto-generate a case intake summary when a new case is created.
Notify the attorney by email whenever new documents are uploaded to a case.
Create a recurring weekly task list every Monday for active cases.
Draft a lien tracking document when medical providers are added.
Send a client status update email on a scheduled cadence using an approved template.