TeamConnect OOTB Rules

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Overview

TeamConnect provides a comprehensive set of Out-of-the-Box (OOTB) rules designed to ensure data integrity, enforce business logic, automate workflows across key functional areas, and support efficient case and matter management within TeamConnect.

These rules:

Validate data during entry and updates
Enforce required fields and logical relationships
Trigger system-driven actions and workflows
Support consistency across matters, financials, and documents

Module	Description	Key Rule Areas
Legal Matter Objects	Rules governing core legal matter types such as Disputes, Transactions, and Advice & Counsel, including validations, workflow automation, financial controls, and audit tracking across the matter lifecycle	Validation, Workflow Automation, Financial Controls, Audit & Tracking
Collaborati Spend Management (CSM)	Rules governing external spend management and integration with Collaborati, including matter and invoice synchronization, field mappings, validation, and secure data exchange with vendors	Synchronization, Field Mapping, Validation, Integration
Collaborati Spend Management (CSM) Components	Rules governing core operational components of Collaborati Spend Management, including budgets, invoices, vendors, timekeepers, and rate structures, ensuring validation, synchronization, financial enforcement, and workflow execution across CSM processes	Financial Validation, Workflow Execution, Synchronization, Data Integrity
Financial Management	Rules governing financial transactions and budget management, including expenses, invoices, fiscal periods, and cost center allocations, ensuring financial accuracy, compliance, and data integrity	Financial Validation, Budget Control, Accounting Automation, Data Integrity
InvoiceIQ	Rules governing AI-driven invoice analysis and categorization, including validation, billing rule enforcement, prediction thresholds, and audit tracking to enhance invoice processing and decision-making	AI Processing, Validation, Billing Rules, Audit
Service of Process (SOP)	Workflow-driven rules for managing Service of Process records, including matter creation, validation, notifications, and retention policies	Workflow Automation, Validation, Notifications, Retention & Security
Deadlines	Rules managing deadline tracking and scheduling, including synchronization, validation, and identifier control to ensure accurate time-based actions and consistency across records	Scheduling & Synchronization, Validation, Data Integrity
Legal Hold	Rules managing Legal Hold processes, including hold activation, user and group mapping, synchronization actions, and compliance enforcement	Workflow Automation, Data Integrity, Synchronization, Compliance
Legal Components	Core rules governing shared legal system components such as Time Entry, Tasks, Invoices, Appointments, and Contacts, ensuring data validation, timeline consistency, and business rule enforcement across the platform	Validation, Workflow Automation, Data Integrity, Financial Controls
TAP Integration	Rules governing TAP workflow integration, including workflow configuration, data validation, and system constraints to ensure consistency between TAP and TeamConnect processes	Validation, Workflow Configuration, Data Integrity
AP Settings	Rules governing Accounts Payable configuration, including input/output processing, file format validation, field mappings, and credential security to ensure accurate and secure data exchange	Data Processing, Validation, Field Mapping, Security
Document Automation (HotDocs Integration)	Rules governing document generation and template configuration, ensuring that templates, fields, and linked interviews are properly validated and managed for accurate document output	Template Validation, Data Mapping, Document Generation
ARIES	Administrative and system configuration rules for ARIES settings, including auditing, security, and key management	Audit Rules, Security & Encryption, System Settings