Objectives
Steps
In App4LegalLEXZUR, you can customize matter workflows to replicate the legal processes in your officeAnchor add workflow add workflow
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.
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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:
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Once the new Workflow is added, you must now assign statuses to it. Therefore, click to add statuses
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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.
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Statuses should be nested under one of the four main categories: Open, In Progress, Done, and Cancelled. |
Statuses could also be Global or Transitional. By default, all the added statuses will be Transitional unless you check the Global type.
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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:
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Once adding the new Workflow, you can now manage and customize it.
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Start Point Status, is the first workflow status of the matter or the case once created. |
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Learn more about Transitional Workflows, and how to customize your workflow here. |
The workflows will then be automatically assigned in matters/cases when they match the criteria of the workflow.
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For more information about App4LegalLEXZUR, kindly reach out to us at help@app4legalhelp@lexzur.com.
Thank you!
