Build your legal case management.

How to build your legal case management

1. 1

   Describe the job

   Organize matter documents, responsible reviewers and source-based task dates.

2. 2

   Review the first version

   Choose how the legal operations coordinator records the matter alias and how the qualified matter reviewer reviews the next step.

3. 3

   Refine the views

   Ask First to adjust the fields and views for the people who will use the app.

4. 4

   Test before sharing

   Walk through the process with a sample record and check who owns the next action.

What to include in your legal case management

• Keep the matter alias in context

  Keep matter alias, party reference, document, source deadline, assigned reviewer and task together so the next person can understand the request or record.

• When the next step needs a decision

  A matter task refers to an unverified date from a message. Keep the date unconfirmed until a qualified reviewer checks its authoritative source.

• Keep task visible

  Keep an unverified deadline pending qualified source review.

• Choose what each person needs

  Give the legal operations coordinator a working view and the qualified matter reviewer a review view. Keep matter alias and party reference attached to the decision as the work moves between them.