Manage your DPA, intermediary and solicitor instructed cases.
This add-on contains 3 matter types to structure Barrister's case types:
- Direct Public Access Instructions
- Instruction by Intermediaries
- Instructions by Solicitors
The workflow consists of some basic steps taking you through initial contact to close. You can then decide to move to the "Close" step at any point in the case or choose one of the "Contentious" or "Non-Contentious" paths depending on how the case progresses. You can extend or modify this workflow as you see fit.
These workflows have been configured to include all current Bar Standard Board (BSB) standard document templates
The data fields in this matter type feed into both the workflow and the document templates, but can be edited to include additional fields and additional dropdown selection options. Should you make any changes to the data collection groups, make sure to update the document templates and workflows accordingly.
This Add-on includes List Views that allows you to sort and filter matters by "Active" or "Archived".
The system additions, workflows, and/or document templates contained in this add-on are included as examples only, and you are solely responsible for configuring the system to meet your needs and to comply with local regulatory requirements. We update and maintain this add-on as per our third-party liaison recommendations, but cannot guarantee the contents will always remain up-to-date for your region. Actionstep and other providers will not be liable under the law of tort, contract or otherwise for any loss of profits or any indirect or consequential loss or damage, however caused, arising out of, or in connection with, the use of this add-on.