Objectives
- Add Transitional Workflows
Steps
This guide will cover the configurable items on Workflow transitions from one status to the other.
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Learn more about how to add and manage workflows here. |
Click on the action wheel next to the status you want to start with and add a new transition.
Transitions are the changes that should be done in matter workflows, from one condition or status to another, but this can be managed in a way to keep the process efficient through transitional screens, notifications to the concerned people, and permissions.
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On each status transition, we can enable a popup screen that 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 in the Matter/Case. For example, 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 using 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 specific user(s) to approve or reject a Matter.
Once created you can then list and view transitions easily from the workflow:
Examples of Corporate Matter and Litigation Case workflows are provided with explanations of their given transitions. Each arrow in the diagrams reflects a transition of statuses.
Corporate Matter Workflow Example:
Workflow Status Explanation:
- Request received: Start point of the Corporate Matter Workflow.
- Under review: The Legal team (Assignee, Team Leader, Legal Manager can review the submitted request).
- NMI[BU]: Need more information from the Business unit. If the requested Matter is missing any information/details on the submitted Matter after Reviewing (Under review status) the request can be sent back to the requester, and the Business unit can add the missing information/details and send them back to the Legal team.
- 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).
- 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:
Workflow Status Explanation:
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