REMOTE WORK
REMOTE WORK
REMOTE WORK
REMOTE WORK
SALES
SALES
SALES
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.
•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.
Related Solutions
SALES
Update CRM accounts from chat
features & integrations
💬 🌊
PROJECTS
Create a shared task list
features & integrations
💬 🌊
HUMAN RESOURCES
Get new employees up to speed quicker
features & integrations