Simplified workflow for a variety of matters
This is a simple workflow for a variety of matters. It is a useful starting point, however for specialised matter types we suggest that you use add-ons that have been developed with more specific and detailed workflows.
This add-on comes with a list view that allows you to sort and filter matters by “Engagement Type”. The Engagement Type is custom data field which provides for a simple classification system. You can customise the choices for this fields if you have Administrator permissions. This version includes engagement types that are typical of NZ/AU/UK law practices.
This add-on comes with a few basic document templates which you can customise to suit your needs:
- Engagement letter and fee arrangement
- Non-engagement letter (generic)
- Non-engagement letter after review
You can use these templates as a starting point to create new templates of your own, or you can engage an Actionstep Certified Consultant to do this for you.
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.