Lgal.OneLegal Practice solution for Law Firm

Law Firm Functions

User training - Agenda1. Matter Opening2. Matter Management (Matter Info)3. Client Management (Client Info)

Matter Opening1

1. Matter Opening Different States and Matter number of a matter Creating a draft matter File Opening Compliance Check Printing Datasheet Deleting a draft matter

Matter states: Draft, Open, Closed – List of functionalities

DRAFT OPEN CLOSED- Create Pro-forma

Invoice- Create Time log but

can not be transferred to Cost Recoveries

- Like Draft state- Generate Matter Slip

Summary- Create Invoice for the

matter

- Nil

- Matter number:- <5-digit client

reference number>CS<Draft matter sequence number><D>

e.g. 35085CS3D

- Matter number:- <5-digit client

reference number>CS<Open matter sequence number>

- 35085CS2

- The same open matter

1.1 Different States and Matter number of a matter

1.2 Creating a Draft Matter

1.2 Creating a Draft Matter

1.3 File Opening Compliance Check

1.3 File Opening Compliance Check

1.4 Printing datasheet

1.4 Printing datasheet

1.5 Deleting a Draft Matter

• Matter Management (Matter Info)2

2. Matter Management (Matter Info) Updating Matter information Updating Register Updating Tasks

2.1 Updating Matter info.

2.1 Updating Matter info.

2.2 Updating Register

2.2 Updating Register

2.3 Updating Tasks

2.3 Updating Tasks

2.3 Updating Tasks

• Client Management (Client Info)3

3. Client Management (Client Info) Creating a new client Updating client information

3.1 Creating a new client

3.1 Creating a new client

3.2 Updating client information

3.2 Updating client information

3.2 Updating client information

Lgal.OneLegal Practice solution for Law Firm