Key Dates, Workflow Targets, and Reminders
In this webinars users will learn how to set up and use the features below:
|
KEY DATES
- Capture important dates on each matter
- Used to standardize data points per matter type
- Captions configurable by matter category/type
- Can be used to define workflow targets
WORKFLOW TARGETS
- Streamline standard business process
- Standard “due dates” to complete an action based on a defined key date
- Automatically creates events that can be placed on your calendar
REMINDERS
- Short Term
- Easily configured by users
- Sends email reminders to In-House Legal Staff, Key Personnel, Outside Counsel and optional recipients on a matter
- Long Term (Contract Notification Module)
- Quickly identify contracts reaching renewal or contracts outside of term dates
- Sends one email to identified receipts with all qualifying dates for review
- Module turned on/off by the Lawtrac Administrator
- Configure which matters will be included based on their defined “Status”
|
Download PDF
|
