Objectives

Steps

Litigation Cases can be easily added via the quick Create button in the navigation menu:

You will be asked to fill out some mandatory fields and additional cases details:

First, within the General Info tab, specify the name, area of practice, case arrival date, and so on...

The 3 fields above are sufficient for creating litigation cases, however, you can add more information for reporting purposes.

Additionally, you can describe the matter and identify the client requesting it, search for existing clients, or add new ones on the fly, indicate the client's position, specify the internal reference number, priority and privacy, and attach any related files if needed.

Under the More Details tab, provide some extra details such as opponents' details, dates, related people, custom fields, rates, and so on:

Opponents:

Add as many opponents as needed, search for existing opponents name or add one on the fly and indicate their position.

Date & Time: 

Some information includes:


People: 

Includes related people details such as:

By default, all Users belong to the Team called All Teams. However, you can create multiple teams to reflect your workplace.


And the names of any related company or person as well.

More Details: 

Custom Fields: 

Fill out the custom fields while adding the case if necessary.

Matter Rate: 

Add any specific rate for this matter as well.

Now you have added your litigation case, you can go further with additional steps such as adding related tasks, reminders, or attachments.

You can now track and manage all your litigation cases from one grid.

Learn more about how to manage your litigation cases here.

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

Thank you!