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 US law practices.
This add-on comes with a few basic document templates which you can customise to suit your needs:
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 as you see fit.
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.