How to Manage Matter Workflows

Objectives

• Add Workflows
• Add Workflow Statuses
• Manage Workflows

Steps

In LEXZUR, you can customize matter workflows to replicate the legal processes in your office

Add Workflow:

First, go to the System Settings, then Manage Workflows under the Matters settings.

From this page, you will be able to manage and add your workflows.

The actions wheel on the top right allows you to edit a workflow, delete it, add statuses, list transitions, or export to Excel.

To add a new Workflow, click on the (+)  sign next to the Manage Workflows

You must specify the Workflow name, and if it is applicable to Corporate Matters, Litigation Cases, or both, and the practice areas as well.

Add Workflow Statuses:

Once the new Workflow is added, you must now assign statuses to it. Therefore, click to add statuses

Choose from the list of predefined statuses or add new ones on the fly.

Adding a new status requires specifying some details such as its name, category, and type.

Statuses could also be Global or Transitional. By default, all the added statuses will be Transitional unless you check the Global type.

Additionally, all workflow statuses will be listed on a separate page, that could be accessed from the Workflow Statuses hyperlink on the top of the page.

Here you can also add new statuses, edit, or delete the existing ones, and track all the statuses with their type and categories.

Manage Workflows:

Once adding the new Workflow, you can now manage and customize it. 

Therefore, specify the starting point status, Add new transitions between the transitional statuses, list transitions, and so on.

The workflows will then be automatically assigned in matters/cases when they match the criteria of the workflow.

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

Thank you!