Simple workflow for a variety of matters.
This is a simple workflow for a variety of matters. It is a useful starting point, however for specialized 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 customize the choices for these fields if you have Administrator permissions. This version includes engagement types that are typical of US 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 workflow consists of some basic steps taking you through initial enquiry to engagement. You can then decide whether to go to a simple “Work in Progress” step, or if the matter involves some form of litigation, then you can go via Mediation or Trial paths after going to the Information Gathering step. You can extend or modify this workflow to suit your requirements.