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.

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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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add status add status

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

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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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manage workflows manage workflows

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

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

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