Comment paramétrer le flux de travail

Objectifs

• Ajouter des flux de travail transitoires

Etapes

Ce guide aborde les éléments configurables lors des transitions d'un statut à l'autre du workflow.

Ces éléments seront décomposés en termes d'écrans de transition, de notifications et de permissions.

Avantages de la mise en place de flux de travail :

L'équipe juridique, les demandeurs et les contributeurs seront informés en temps et en heure de l'état d'avancement de leurs affaires.

• Une meilleure efficacité dans la collaboration sur les affaires.
• La direction sera informée de l'état d'avancement des affaires.
• Possibilité de générer des accords de niveau de service (SLA) et des rapports sur les indicateurs clés de performance (KPI).

Possibilité de générer des accords de niveau de service (SLA) et des rapports sur les indicateurs clés de performance (KPI).

Cliquez sur la roue d'action à côté de l'état avec lequel vous voulez commencer et ajoutez une nouvelle transition.

Les transitions sont les changements qui doivent être effectués dans les flux de travail de la matière, d'une condition ou d'un statut à un autre,

et ce afin de garder le processus efficace grâce à des écrans de transition, des notifications aux personnes concernées et des permissions.

Pour ajouter une nouvelle transition, nommez-la, décrivez-la si nécessaire et spécifiez le statut de départ et d'arrivée.

Transition Screens:

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:

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 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.
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:

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 the 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 sent back to the requester, and the 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 are received, the Legal team can nominate an External law firm for this case and outsource it. Next, the 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 the Legal team and the Legal team can ask from the 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 canceled if: for example, the opponent company announced bankruptcy, the opponent(individual) is not in the country, the 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 the Execution court and the Legal team of the company received the final judgment from the Court.

For more information about LEXZUR, kindly reach out to us at help@lexzur.com.

Thank you!