GOVERNMENT
Build a Lawsuit Management Workflow
Features & integrations used:
🌊 WORKFLOW
💬 CHAT
Summary
🔨 FUNCTIONS
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Keep track of clients and their needs while also assigning lawyer and the team who would help in the lawsuit.
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Keep track of each client’s files which are all located in one place.
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Keep Track of the amount of contract associated with each client.
💡 RESULTS
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A more efficient organization of tasks to be done.
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Helps connect the Business team with the Team of Defense attorneys where the handling transition of client is made.
🤼 TEAMS HELPED
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Business
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Lawyer
STEP #1
In the workflow library, create a simple Lawsuit Management workflow.
🤿
DEEP DIVE
•A Lawsuit Management Workflow shows you the clients who have signed the contract and where in the process they are in.
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•Each person responsible for the lawsuit is assigned to each client and the client name can be moved according to where in the process they are in; due diligence, term sheet, negotiation or closing.
STEP #2
Connect Kanban workflow to a general Group with your entire team, or a Group where it is most relevant.
🤿
DEEP DIVE
You can connect this Lawsuit Management workflow with a group message team who works on the client signing as well as the attorney teams working on the case.
STEP #3
Get notified whenever an activity occurs i.e. new applicant, new assignees, new attachments, applicant acceptance, etc. Give reactions, start conversation threads & use the latest information to fuel discussions.
STEP #4
Click view details to learn more about a task or click View Workflow to get a bird’s eye view of what everyone is doing.
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