Intake to engagement

Step by step

1. Matter intake Matter Coordinator

   Matter Coordinator records the organization, counterparty, owner, subject and jurisdiction on the case. The record number becomes the reference for later evidence.

   • Establish the case and parties.
   • Updates Matters, Clients, Organizations

2. Conflict review Supervising Attorney

   Supervising Attorney considers the parties and recorded evidence, then enters a dated decision and supporting evidence.

   • Retain the reviewer, decision and evidence.
   • Updates Conflict reviews, Matters
   ApprovalA person approves before the work moves on.

3. Engagement Matter Coordinator

   Matter Coordinator records the engagement reference and agreed fee after the legal decision. The matter can enter active work under its named owner.

   • Identify the engagement and case owner.
   • Updates Matters, Team members

4. Activity Matter Coordinator

   The team records dated hearings, filings and communications against the matter as work begins.

   • Keep the case chronology with the case.
   • Updates Matter events, Matters

Matter Coordinator

Prepares the matter, Supervising Attorney decides the conflict question, App Administrator maintains organization membership, and Auditor reads authorized evidence.