GOVERNMENT

Build a Lawsuit Management Workflow

Features & integrations used:

🌊 WORKFLOW
💬 CHAT

Summary

🔨 FUNCTIONS
  • Keep track of clients and their needs while also assigning lawyer and the team who would help in the lawsuit.

  • Keep track of each client’s files which are all located in one place.

  • Keep Track of the amount of contract associated with each client.

💡 RESULTS
  • A more efficient organization of tasks to be done.

  • Helps connect the Business team with the Team of Defense attorneys where the handling transition of client is made.

🤼 TEAMS HELPED
  • Business

  • 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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