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- Legal Services CRM
- Data model
The tables behind Legal Services CRM
Legal Services CRM ships with 10 tables, grouped here by the feature that uses them. Every record your team works with lives in one of them, and you can add fields and tables in Proto.
- Tables
- 10
- Features
- 6
- Change it
- Add fields and tables in Proto
How the model is organised
Organization and access
Organizations own Accounts and team members; Users identify the authenticated people behind membership.
Engagement work
Opportunities link organization, counterparty and owner. Relationship activities keep the contact history.
Clearance and evidence
Conflict checks, record attachments and review decisions attach to the opportunity.
Operational results
Operation receipts preserve the result of guarded actions against the same parent opportunity.
Every table, by feature
- Opportunity Pipeline5
- Accounts and Organizations5
- Conflict Review5
- Relationship Activity3
- Evidence and Decisions5
- Operations Overview5
- Opportunities
Engagement opportunities tracked through the legal services lifecycle from New to Won or Lost.
Linked to Organizations, Team members, Accounts - Accounts
Client and counterparty accounts eligible for engagement within an organization.
Linked to Organizations - Relationship activities
Calls, meetings, emails and tasks logged against an opportunity as qualification and negotiation evidence.
Linked to Opportunities - Review decisions
Independent reviewer decisions recorded against an exact opportunity revision.
Linked to Opportunities, Team members - Operation receipts
Idempotent receipts recording the outcome of each guarded operation against an opportunity.
Linked to Opportunities
- Organizations
Legal service organizations (firms or in-house legal departments) that own accounts, opportunities and team membership.
- Accounts
Client and counterparty accounts eligible for engagement within an organization.
Linked to Organizations - Team members
Authenticated platform users who belong to an organization and act as owners or reviewers.
Linked to Organizations, Users - Users
Users
Linked to Users - Opportunities
Engagement opportunities tracked through the legal services lifecycle from New to Won or Lost.
Linked to Organizations, Team members, Accounts
- Conflict checks
Conflict of interest checks that must be independently decided before an engagement is accepted.
Linked to Opportunities, Organizations - Opportunities
Engagement opportunities tracked through the legal services lifecycle from New to Won or Lost.
Linked to Organizations, Team members, Accounts - Review decisions
Independent reviewer decisions recorded against an exact opportunity revision.
Linked to Opportunities, Team members - Record attachments
Supporting documents and evidence files attached to an opportunity with a visibility scope.
Linked to Opportunities, Team members - Organizations
Legal service organizations (firms or in-house legal departments) that own accounts, opportunities and team membership.
- Relationship activities
Calls, meetings, emails and tasks logged against an opportunity as qualification and negotiation evidence.
Linked to Opportunities - Opportunities
Engagement opportunities tracked through the legal services lifecycle from New to Won or Lost.
Linked to Organizations, Team members, Accounts - Team members
Authenticated platform users who belong to an organization and act as owners or reviewers.
Linked to Organizations, Users
- Record attachments
Supporting documents and evidence files attached to an opportunity with a visibility scope.
Linked to Opportunities, Team members - Review decisions
Independent reviewer decisions recorded against an exact opportunity revision.
Linked to Opportunities, Team members - Operation receipts
Idempotent receipts recording the outcome of each guarded operation against an opportunity.
Linked to Opportunities - Opportunities
Engagement opportunities tracked through the legal services lifecycle from New to Won or Lost.
Linked to Organizations, Team members, Accounts - Team members
Authenticated platform users who belong to an organization and act as owners or reviewers.
Linked to Organizations, Users
- Opportunities
Engagement opportunities tracked through the legal services lifecycle from New to Won or Lost.
Linked to Organizations, Team members, Accounts - Conflict checks
Conflict of interest checks that must be independently decided before an engagement is accepted.
Linked to Opportunities, Organizations - Review decisions
Independent reviewer decisions recorded against an exact opportunity revision.
Linked to Opportunities, Team members - Operation receipts
Idempotent receipts recording the outcome of each guarded operation against an opportunity.
Linked to Opportunities - Relationship activities
Calls, meetings, emails and tasks logged against an opportunity as qualification and negotiation evidence.
Linked to Opportunities
Keys and references
An opportunity has a record number, a current Revision, an Organization, an Owner and a Counterparty. Conflict checks point to Opportunities through Parent and carry their own Revision. Review decisions use Parent and source revision to identify the version considered. Operation receipts use Parent, operation key and expected revision to identify an attempted action. Record attachments and relationship activities also use Parent to keep evidence with its opportunity. Team members link to both Organizations and Users.
Migration order
- Organizations. Establish operating entities, codes, time zones and currency.
- Users and team members. Match authenticated people to their organization and role.
- Accounts. Add eligible counterparties under the correct organization.
- Opportunities. Import subjects, owners, counterparties, planning values and current status.
- Activities and evidence. Attach relationship history, conflict checks and supporting files to the correct opportunity.
- Decisions and receipts. Preserve source revisions, reviewer reasons and operation keys after their parents exist.
Set up Legal Services CRM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.