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  • How to Customize Workflows




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  • The 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 SLAs and KPI reports.
Note

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


To do so, go the System Settings→ Matters→ Manage Workflows

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