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- Legal Practice Management
- Who it's for
- Multi-office firm
Multi-office firm
A firm with teams in different locations needs a reliable way to identify the organization responsible for a matter and the person carrying it forward. The organization record holds the firm's time zone and currency context. Each team member connects to an organization and a user record. Matters and intakes also carry organization references. Those links help the team keep intake, ownership and decisions aligned as work crosses offices.
How Legal Practice Management is set up for you
Firm context
Set the organization, active state, time zone and currency before onboarding work.
People
Connect each Team Member to their organization and user, then assign a named matter owner.
Decisions
Decide who performs conflict review and independent acceptance for work crossing office boundaries.
Evidence
Keep receipts and attachments on the matter so the next team can trace the accepted action.
A firm with teams in different locations needs a reliable way to identify the organization responsible for a matter and the person carrying it forward. The organization record holds the firm's time zone and currency context. Each team member connects to an organization and a user record. Matters and intakes also carry organization references. Those links help the team keep intake, ownership and decisions aligned as work crosses offices.
Choose one office and one practice area for the first cycle. Configure its organization record and active team members, then open a prospective matter with a clear owner. Rehearse the handoff to a supervising attorney and a separate engagement reviewer. Check that the relevant client record, intake and matter point to the intended organization. The team should be able to locate the same record number in each step.
Before adding another office, agree how organization context is selected and who maintains people records. Run a deadline case involving a different time zone, using a counsel-verified due date and a named owner. Record a completion receipt and ask the receiving team to read the matter timeline. This checks whether the handoff works for the people who must act on it, not just the person who created the entry.
Features to start with
Roles on the team
- Intake Coordinator
- Records a prospective matter and prepares it for conflict and acceptance review.
- Supervising Attorney
- Reviews conflicts and decides whether a prospective matter is clear to accept.
- Matter Owner
- Owns the active matter, its dates and supporting evidence.
- Operations Reviewer
- Makes the independent engagement or change decision and investigates uncertain receipts.
- Admin
- Maintains firm, user and team member access records.
Set up Legal Practice Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.