Every firm has a list of things that should happen on a schedule and mostly do not. The weekly look at what is aging out. The polite nudge to the client who is sixty days late. The Monday review of where the money is. They do not get done because they depend on you remembering to do them, and you are busy practicing law.
Automations do them for you. An automation is a standing rule: at this time, do this thing, for these matters, and send it here. Set it once and it runs forever, quietly, whether you remember it or not.
HERO VIDEO COMING SOON
Add a rule → When, What, Who, Send To → Save → it runs on schedule. A fifteen-second loop.
What Automations Are
An automation is recurring work TimeNet Law does on its own. Two kinds, to start: it can email you an Oasis briefing on a schedule, your firm's own AI analysis delivered before you sit down, and it can send a reminder email to clients, like the overdue-invoice follow-up nobody enjoys writing twice a week. You build the rule once. TimeNet Law runs it on time, every time.
Where They Live
Automations have their own spot in the sidebar. Open it and you see every rule you have, each with its schedule, what it covers, when it last ran, and when it runs next.
Here, a Financial Briefing Email runs every Monday at 9 AM and an Overdue Invoice Reminder goes out every Wednesday at 10 AM. Each row tells you exactly when it will next fire, gives you a Run Now button, and has a switch to turn it on or off. No cron jobs, no scripts, no guessing.
The Four Fields
Every automation is the same four plain-English choices. Fill them in and you have built a rule.
| Field | What It Decides |
|---|---|
| When | How often, what time, and which day. Every week, 9 AM, Mondays. |
| What | The action: an Oasis briefing from a chosen persona, or a reminder email. |
| Who | The scope it applies to, such as all active matters. |
| Send To | Where the result goes: an email address, with a BCC option. |
That is the whole grammar. Start from the Templates button if you want a working rule to tweak instead of a blank one.
A Briefing in Your Inbox
Point the What field at an Oasis briefing and you have your AI crew working a shift you never have to schedule again.
This rule wakes the Rainmaker every Monday at 9 AM, asks it who owes the firm money and what is at risk of aging out, and emails the answer to the partner who needs it. The analysis is generated locally by Oasis, on your Mac, then delivered. You walk in Monday morning and the week's read is already waiting.
Reminders That Send Themselves
The other workhorse is the reminder email. Write the message once, with merge tags for the parts that change, and TimeNet Law personalizes and sends it for every matter that qualifies.
Tags like {{client_first_name}}, {{invoice_number}}, {{amount_due}}, and {{days_overdue}} fill themselves in from your data, so one template covers every client. Use Insert Tag to drop them in, and Attach Invoice to send the actual bill along with the nudge. The overdue follow-up you dread writing now writes and sends itself, on time, in your words.
Merge tags are what make one reminder feel like a hundred personal notes. Because the amount, the invoice number, and the days overdue come straight from each matter, every client gets a message that is specifically about them, not an obvious form letter. That is the difference between a reminder that gets paid and one that gets ignored.
Run Now and On/Off
You stay in control of every rule. The Run Now button fires an automation once, on demand, so you can see exactly what it produces before you trust it to run on its own. The toggle turns any rule on or off without deleting it, so you can pause the reminder run during a billing freeze and switch it back on later. And every row shows its last run and next run, so nothing happens that you cannot see coming.
Set It and Forget It
The work that depends on you remembering is the work that quietly does not happen. Automations move that work off your plate and onto a schedule. The briefing arrives. The reminder goes out. The follow-up that used to slip now lands every time, whether it crossed your mind or not.
Build a couple of rules this week, switch them on, and let them run. That is your firm on autopilot, doing the routine so you can do the law.
Related Tutorials
Want Help Setting Up Your First Automation? Just Ask Perry.
Tell me the routine you keep forgetting and I will help you turn it into a rule. Call, email, or screen share, and the person who built this will set it up with you.