Assigning court notice tasks to the right person

When a court notice arrives, Glade can automatically create a task for your team. Assignment rules let you send that task to different people depending on the case — for example, Chapter 13 matters to one paralegal and a specific judge's cases to another.

Overview

Every "Create task" action on a court notice automation has an Assignment rules list. Each rule names one or more people, and optionally limits when that rule applies based on the case's chapter, judge, or trustee.

Use this when a single notice type needs to reach different people depending on the case. Without any conditions, a rule simply assigns the same people to every matching notice — which is how automations behaved before.

How it works

1. Open the automation: Go to Workflow Reports → Court Notices → Automations and select the automation you want to change.
2. Edit the task action: On the Create task card, open the ⋯ menu and choose Edit.
3. Set conditions on a rule: Under Assignment rules, each rule has three optional dropdowns — chapter, judge, and trustee — with and / or selectors between them. Leave any dropdown empty to ignore that condition.
4. Choose who gets the task: Pick one or more people under Assign to. Every rule needs at least one person.
5. Add more rules: Select Add assignment rule to create another row with its own conditions and people.
6. Save: Choose Save changes. Each rule shows a plain-language summary as you build it, such as "Assigns when the case is Chapter 13 or the judge is JWJ."

Key details

Conditions read left to right. A rule reading chapter and judge or trustee is evaluated in that order, exactly as written on screen — there's no hidden precedence. The summary line beneath each rule always shows how it will be read.

Empty conditions are ignored entirely. If you leave the judge blank, both that condition and the selector next to it drop out. A blank field never widens a rule to match everything.

A rule with no conditions applies to every matched notice. This is the default for existing automations.

Matching rules combine into one task. If a notice matches two rules, Glade creates a single task and assigns everyone named by those rules. Someone named in two matching rules is only assigned once.

If no rule matches, no task is created. The automation's run history shows the notice as Skipped, so you can see exactly what happened and why.

Tasks are only created for cases managed in Glade. If a notice arrives for a case that isn't in Glade, the run is skipped — automations won't create tasks for matters filed outside the platform.

FAQ

Q: What happens if two rules both match and name the same person?
A: They get one task, listed once. Rules never create duplicate work items for the same notice.

Q: Why wasn't a task created for a notice I can see in the list?
A: Two common reasons: no assignment rule matched the case, or the notice belongs to a case that isn't managed in Glade. Open the automation's Run history tab — each run shows its result and the reason it was skipped.

Q: Where do the judge and trustee options come from?
A: From the notices your firm has already received, so you'll only see judges and trustees that actually appear on your cases.

Q: Can I use assignment rules for email recipients too?
A: Not currently. Rules apply to task assignees only. Email actions send to the recipients you configure directly.

Q: What happens to my existing automations?
A: Nothing changes. Your current assignees become a single rule with no conditions, which assigns them to every matching notice exactly as before. Add conditions whenever you're ready.