1. Litigation Management
  2. Get started
Get started

Get Litigation Management running in four steps.

Create an account and rehearse one matter through court filing review.

  1. Create your account

    Click Start now and create your ERP.AI account.

    Start now
  2. Download Proto

    Proto is the desktop app you use to set up Litigation Management. It runs on macOS, Windows and Linux.

    Download Proto
  3. Make it yours

    Open Litigation Management in Proto and adjust fields, steps, roles and approvals to match how your team works.

    Implementation plan
  4. Bring your data and team

    Import your records, then invite your team and assign their roles.

    See the roles

Create your account

Click Get started to create your ERP.AI account. Use Proto to configure Litigation Management around your organization’s matter and attorney review process. Review the roles before giving the pilot team access.

Prepare the first operating cycle

Choose one active matter with known parties, a recorded conflict decision, an upcoming court deadline and a filing receipt. Identify the coordinator, supervising attorney and auditor. Enter a document revision and a matter event so the case history can be read alongside the deadline. Follow the filing process.

Review before release

Ask the coordinator to submit the deadline revision and the attorney to check it against the court and receipt. Inspect the decision, operation receipt and any exception. Confirm each person can find the evidence they need under the same matter. Expand to more cases after the team can explain the pilot outcome from the records.

Set up Litigation Management your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started