Objectives

• Customize Workflows

Environment

• Settings

Procedure

In App4Legal,we can customize matter workflows to replicate the legal processes in your office. In this document we will cover the configurable items on Workflow transitions from one status to the next.

This will be broken down in terms of Transition Screens, Notifications, and Permissions.

Examples of Corporate Matter and Litigation Case workflows are provided with explanation of their given transitions. Each arrow in the diagrams reflects a transition of statuses.

Note: We can create different workflows per Practice Area too if needed.

Benefits of setting workflows in place:

• Legal Team, Requesters, and Contributors will be up to date with their Matter/Case statuses.
• Better efficiency in collaboration on the Matters/Cases.
• Management will be updated on how the Matters/Cases are going.
• Ability to generate SLA’s and KPI reports.

Transition Screens:

On each status transition we can enable a popup screen which will force the user to fill in certain fields. This is used to protect your data integrity, ensuring that users do not skip or forget to enter data required by our practice.

Notifications:

Notifications can be configured to inform the needed parties about changes on the Matter/Case. For ex. if at a certain point a manager needs to be informed that a Matter has passed a particular stage and requires their reviewal or approval, this can be achieved used a workflow.

Permissions:

Permissions can be set on each transition; this is used to control who has the ability to make changes in the transitions. It can be utilized to put in place approval/reviewal processes allowing only a specify user(s) to approve or reject a Matter.

Corporate Matter Workflow Example:

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Workflow Status Explanation:

1. Request received: Start point of the Corporate Matter Workflow.
2. Under review: The Legal team (Assignee, Team Leader, Legal Manager can review the submitted request).
3. NMI[BU]: Need more information from Business unit. If the requested Matter is missing any information/details on the submitted Matter after Reviewing (Under review status) the request it can be send back to the requester, and Business unit can add the missing information/details and send back to the Legal team.
4. Under Drafting: Once all the needed information is provided by the requester, the Legal team can start working on the submitted request (for example: Legal opinion, Legal advice, Due diligence, Review of documents).
5. Completed: Once the Matter has been completed and the final version is ready (for example: Legal opinion, Legal advice, Due diligence, Review of documents) is sent back to the requester.

Litigation Workflow Example:

Image Added

Workflow Status Explanation:

1. Request received: Start point of the Litigation Case Workflow.
2. Under review: The Legal team (Assignee, Team Leader, Legal Manager can review the submitted request).
3. NMI[BU]: Need more information from Business unit. If the requested Litigation Case is missing any information/details on the submitted Litigation Case after Reviewing (Under review status) the request it can be send back to the requester, and Business unit can add the missing information/details and send back to the Legal team.
4. Under Litigation: once all the needed information/details on this case received, the Legal team can nominate External law firm for this case and outsource it. Next, External law firm will start working on this case (with all the Stages, Hearing, Court); if the external law firm needs more information on the case, they can request it from Legal team and Legal team can ask from Business unit respectively.
5. Withdrawn for Settlement: If the Legal team and opponent (or External Law firm) will agree on the claim: for example, paying the claimed amount, agreement breached fees/penalties, or any other; the case can be withdrawn and complete the remaining litigation activities.
6. Strike-off: the case can be removed or cancelled if: for example, the opponent company announced bankruptcy, opponent(individual) is not in the country, company’s internal reasons, if the claimed amount is not worth the amount of spent amount.
7. Enforcement: Once the Litigation went through all the stages (First Instance, Appeal, Execution) and: for example, court has ordered to pay 1mln USD to the plaintiff-> not the claimed amount (Judgement amount) can go to enforcement of this amount from the opponent.
8. Case Closed: Once the judgment is announced from Execution court and the Legal team of the company received the final judgement from the Court.

For more information about App4Legal, kindly reach out to us at help@app4legal.com.

Thank you!