Skip to main content
Mitratech Success Center
Client Support Center

Need help? Click a product group below to select your application and get access to knowledge articles, webinars, training content, and release notes or to contact our support team.

Authorized users - log in to create a ticket, view tickets status and check your success plan details.

 

Legal Matter Objects

  1. Last updated
  2. Save as PDF

Advice and Counsel Rules (ADCO)

Object Object Name Unique Key Rule Name Rule Description Rule Type Triggers
ADCO Advice and Counsel ACFV New AC Matter Fields Validation This rule validates required fields when creating a new AC Matter. It ensures that all necessary information is entered before the matter can be saved. Wizard Action Wizard / Create
ADCO Advice and Counsel ACNoSearchResults New AC Matter Without Search Results This rule handles the creation of a new AC Matter when no existing records are found during search. It ensures that the process continues appropriately when no matching results are identified. Wizard Action Wizard / Create
ADCO Advice and Counsel ACUseExisting New AC Matter Use Existing AC This rule enables the use of an existing AC record when creating a new AC Matter. It ensures that duplicate records are avoided by linking to an existing entry when applicable. Wizard Action Wizard / Create
ADCO Advice and Counsel CACF Create AC Matter Field Validation This rule validates required fields during the creation of an AC Matter. It ensures that all mandatory information is completed before the matter is finalized. Custom Action Create
ADCO Advice and Counsel CreateRelatedAC Create Related ADCO - SYS This rule automatically creates a related ADCO record when applicable. It ensures that associated records are properly established and linked within the system. Custom Action Create
ADCO Advice and Counsel UACF Update AC Matter Field Validation This rule validates required fields when updating an AC Matter. It ensures that mandatory information remains complete and accurate during record modifications. Custom Action Update

 

Dispute Rules (DISP)

Object Object Name Unique Key Rule Name Rule Description Rule Type Triggers
DISP Dispute AddRelationsBetweenInvolvedPartiesOnCreate Add relations between involved parties created from details of dispute-Create - SYS This rule automatically establishes relationships between involved parties when a record is created. When multiple parties are added during creation, the system links them appropriately to ensure accurate tracking of their roles and relationships within the matter or record. Custom Action Create
DISP Dispute AttorneyFeesCannotBeNegativeOnCreate Attorney's Fees Awarded cannot be a negative number - Create - SYS This rule prevents attorney fees from being entered as a negative value during record creation. When a new record is created, the system validates that fee amounts are zero or greater to ensure financial data accuracy and consistency. Validation Create
DISP Dispute AttorneyFeesCannotBeNegativeOnUpdate Attorney's Fees Awarded cannot be a negative number - Update - SYS This rule prevents attorney fees from being updated to a negative value on an existing record. When fee amounts are modified, the system ensures the value remains zero or greater to maintain accurate and reliable financial information. Validation Update
DISP Dispute ChanceOfWinBetween100OnCreate Lawsuit – “% Chance of Win” must be a number between 0 and 100 - Create - SYS This rule ensures that the Chance of Win value entered during record creation falls between 0 and 100. When a new matter or record is created, the system validates the percentage to ensure it reflects a valid probability range. Validation Create
DISP Dispute ChanceOfWinBetween100OnUpdate Lawsuit – “% Chance of Win” must be a number between 0 and 100 - Update - SYS This rule ensures that any updates to the Chance of Win value remain between 0 and 100. When the percentage is modified on an existing record, the system validates the entry to maintain accurate probability tracking. Validation Update
DISP Dispute ClmExtInvCompCannotBeBeforeStartDateOnCreate Claim - External Investigation Completion Date cannot be before its Start Date - Create - SYS This rule prevents the Claim External Investigation Completion Date from being earlier than the record’s start date during creation. When a new record is created, the system validates the dates to maintain logical and consistent timeline tracking. Validation Create
DISP Dispute ClmExtInvCompCannotBeBeforeStartDateOnUpd Claim - External Investigation Completion Date cannot be before its Start Date - Update - SYS This rule prevents the Claim External Investigation Completion Date from being updated to a date earlier than the record’s start date. When the completion date is modified, the system validates the timeline to maintain chronological accuracy. Validation Update
DISP Dispute ClmInInvCompletionCannotBeBeforeStartDateOnCreate Claim - Internal Investigation Completion Date cannot be before its Start Date - Create - SYS This rule prevents the Claim Internal Investigation Completion Date from being earlier than the record’s start date during creation. Ensures the investigation timeline remains logically aligned with the start of the record. Validation Create
DISP Dispute ClmInInvCompletionCannotBeBeforeStartDateOnUpd Claim - Internal Investigation Completion Date cannot be before its Start Date - Update - SYS This rule prevents the Claim Internal Investigation Completion Date from being updated to a date earlier than the record’s start date. Validates chronological consistency within the investigation timeline. Validation Update
DISP Dispute CompFeesCannotBeNegativeOnCreate Compensatory Fees Awarded cannot be a negative number - Create - SYS This rule prevents compensation fees from being entered as a negative value during record creation. Ensures financial data remains accurate and valid. Validation Create
DISP Dispute CompFeesCannotBeNegativeOnUpdate Compensatory Fees Awarded cannot be a negative number - Update - SYS This rule prevents compensation fees from being updated to a negative value on an existing record. Validates that fee amounts remain zero or greater to maintain financial accuracy. Validation Update
DISP Dispute CompletionCannotBeBeforeStartDateOnCreate Employment - Investigation Completion Date cannot be before its Start Date - Create - SYS This rule prevents the completion date from being earlier than the start date during record creation. Ensures logical and consistent timeline tracking. Validation Create
DISP Dispute CompletionCannotBeBeforeStartOnUpdate Employment - Investigation Completion Date cannot be before its Start Date - Update - SYS This rule prevents the completion date from being updated to a date earlier than the start date. Validates chronological accuracy within the record lifecycle. Validation Update
DISP Dispute CreateLawsuitJurisdictionInfoInDisputeWizard Create Lawsuit Jurisdiction Info in Dispute Wizard - SYS This rule automatically adds lawsuit jurisdiction information during the Dispute Wizard process. Ensures required jurisdiction details are captured as part of dispute setup. Custom Action Wizard / Create
DISP Dispute CreateSelectedOutsideCounsels Create Selected Outside Counsels - SYS This rule automatically adds the selected outside counsel to the record when designated. Ensures associated counsel information is properly created and linked. Custom Action Create
DISP Dispute CreateSubpoenaInfoInDisputeWizard Create Subpoena Info In Dispute Wizard - SYS This rule automatically adds subpoena information during the Dispute Wizard process when applicable. Ensures required subpoena details are captured as part of dispute setup. Custom Action Wizard / Create
DISP Dispute DHND Has No Details GOTO Assignees This rule validates whether required details are missing and redirects the user to the Assignees section when no details are provided. Ensures necessary assignment information is completed before proceeding. Wizard Action Wizard
DISP Dispute DINC Is No Outside Counsel FINISH This rule validates whether Outside Counsel is assigned and ends the process if none is selected. Ensures the workflow proceeds only when applicable counsel information exists. Wizard Action Wizard
DISP Dispute DINF Validate Contacts GOTO Jurisdiction Selection This rule validates contact information and redirects the user to the Jurisdiction Selection section when necessary. Ensures required contact and jurisdiction details are properly completed. Wizard Action Wizard
DISP Dispute DNFB Is No Firms FINISH This rule validates whether firms are assigned and ends the process if none are selected. Ensures the workflow completes appropriately when firm information is not applicable. Wizard Action Wizard
DISP Dispute DNFE Is No Firms And Firm List Empty GOTO FINISH This rule validates whether firms exist and whether the firm list is empty. Ends the process when no firms are available, ensuring proper workflow handling. Wizard Action Wizard
DISP Dispute DNFM Is No Firms GOTO Firm Selection This rule validates whether firms are assigned and redirects the user to the Firm Selection section if none are selected. Ensures firm information is completed before proceeding. Wizard Action Wizard
DISP Dispute DPCS Populate Category Selection (Always First) This rule automatically populates the Category Selection section as the first step in the process. Ensures proper matter classification is established before proceeding. Wizard Action Wizard
DISP Dispute DPFS Populate Firm Selection (Always First) This rule automatically populates the Firm Selection section as the first step in the process. Ensures firm information is captured at the appropriate stage. Wizard Action Wizard
DISP Dispute DSEC Set Matter Security - Create - SYS This rule automatically sets matter security settings during record creation. Ensures appropriate access controls are applied at the time the matter is created. Legal Dept Access Only leaves the security public. Default User Group sets the security to private and gives the primary group of the creating user group rights. Assignee access only sets the security to private and adds no groups. Custom Action Create
DISP Dispute DSEU Set Matter Security - Update - SYS This rule automatically sets matter security settings during update. Ensures appropriate access controls are maintained when the matter is modified. Legal Dept Access Only leaves the security public. Default User Group sets the security to private and gives the primary group of the creating user group rights. Assignee access only sets the security to private and adds no groups. Custom Action Update
DISP Dispute DVAD Validate Details GOTO Details This rule validates required details and redirects the user to the Details section when information is incomplete. Ensures necessary matter information is properly entered. Wizard Action Wizard
DISP Dispute DVAF Validate Fields GOTO General This rule validates required fields and redirects the user to the General section when mandatory information is missing. Ensures completeness before proceeding. Wizard Action Wizard
DISP Dispute DateAnsCannotBeFutureDateOnUpdate Lawsuit - “Date Answered” cannot be a date in the future - Update - SYS This rule prevents the Date Answered from being updated to a future date. Ensures that response dates reflect actual events and maintain accurate record tracking. Validation Update
DISP Dispute DateAnsweredCannotBeFutureDateOnCreate Lawsuit - “Date Answered” cannot be a date in the future - Create - SYS This rule prevents the Date Answered from being entered as a future date during record creation. Ensures response dates are valid and aligned with actual timelines. Validation Create
DISP Dispute DescReqIfSanctionImposedOnCreate Lawsuit - “Sanction Description” is required if sanction is imposed - Create - SYS This rule ensures that a description is provided when a sanction is imposed on a new record. This does not validate the content of the description. Validation Create
DISP Dispute DescReqIfSanctionImposedOnUpdate Lawsuit - “Sanction Description” is required if sanction is imposed - Update - SYS This rule ensures that a description is provided when a sanction is imposed or updated on an existing record. This does not validate the content of the description. Validation Update
DISP Dispute DiscSancIssdRespCannotBeNegativeOnCreate Discovery sanctions issued to respondent cannot be a negative number - Create - SYS This rule prevents the Discovery Sanctions Issued to Respondent amount from being entered as a negative value during record creation. Ensures that sanction amounts remain zero or greater to maintain accurate and valid financial data. Validation Create
DISP Dispute DiscSancIssdRespCannotBeNegativeOnUpdate Discovery sanctions issued to respondent cannot be a negative number - Update - SYS This rule prevents the Discovery Sanctions Issued to Respondent amount from being updated to a negative value. Ensures that sanction amounts remain zero or greater to maintain accurate and valid financial data. Validation Update
DISP Dispute DispDateAndDescShoutBePopWhenClosingMatterOtoC Disposition Date and Description should be populated when closing a matter - Open to Closed - SYS This rule ensures that both the disposition date and description are populated when closing a matter from Open to Closed status. Validates that required closure details are recorded before completion. Validation Phase Change
DISP Dispute DispDateAndDescShoutBePopWhenClosingMatterRtoC Disposition Date and Description should be populated when closing a matter - Reopen to Closed - SYS This rule ensures that both the disposition date and description are populated when closing a matter from Reopened to Closed status. Validates that required closure information is captured prior to finalizing the matter. Validation Phase Change
DISP Dispute EnvExInvCannotBeBeforeCompletionOnCreate Environmental - External Investigation Completion Date cannot be before its Start Date - Create - SYS This rule prevents the Environmental External Investigation Completion Date from being earlier than the start date during record creation. Ensures investigation timelines remain logically consistent. Validation Create
DISP Dispute EnvExInvCannotBeBeforeCompletionOnUpdate Environmental - External Investigation Completion Date cannot be before its Start Date - Update - SYS This rule prevents the Environmental External Investigation Completion Date from being updated to a date earlier than the start date. Validates chronological accuracy within the investigation process. Validation Update
DISP Dispute EnvFiledCannotBeBeforeDateOfIncidentOnCreate Environmental - Date Filed cannot be before the Date of Incident - Create - SYS This rule prevents the Environmental Filed Date from being earlier than the Date of Incident during record creation. Ensures that filing timelines align with the reported incident date. Validation Create
DISP Dispute EnvFiledCannotBeBeforeDateOfIncidentOnUpdate Environmental - Date Filed cannot be before the Date of Incident - Update - SYS This rule prevents the Environmental Filed Date from being updated to a date earlier than the Date of Incident. Validates that filing dates remain logically aligned with the incident timeline. Validation Update
DISP Dispute EnvInvestCannotBeforeStartDateOnCreate Environmental - Internal Investigation Completion Date cannot be before its Start Date - Create - SYS This rule prevents the Environmental Investigation Completion Date from being earlier than the record’s start date during creation. Ensures investigation activities follow the established record timeline. Validation Create
DISP Dispute EnvInvestCannotBeforeStartDateOnUpdate Environmental - Internal Investigation Completion Date cannot be before its Start Date - Update - SYS This rule prevents the Environmental Investigation Completion Date from being updated to a date earlier than the record’s start date. Validates chronological consistency within the record lifecycle. Validation Update
DISP Dispute EstimatedVerdictCannoBeNegativeOnCreate Lawsuit - Estimated Verdict cannot be a negative number - Create - SYS This rule prevents the Estimated Verdict amount from being entered as a negative value during record creation. Ensures financial estimates remain accurate and valid. Validation Create
DISP Dispute EstimatedVerdictCannotBeNegativeOnUpdate Lawsuit - Estimated Verdict cannot be a negative number - Update - SYS This rule prevents the Estimated Verdict amount from being updated to a negative value. Validates that estimated amounts remain zero or greater to maintain financial accuracy. Validation Update
DISP Dispute FiledCannotBeBeforeDateOfIncidentOnCreate Employment - Date Filed cannot be before Date of Incident - Create - SYS This rule prevents the Filed Date from being earlier than the Date of Incident during record creation. Ensures that filing timelines accurately reflect the sequence of events. Validation Create
DISP Dispute FiledCannotBeBeforeDateOfIncidentOnUpdate Employment - Date Filed cannot be before Date of Incident - Update - SYS This rule prevents the Filed Date from being updated to a date earlier than the Date of Incident. Validates that filing dates remain consistent with the incident timeline. Validation Update
DISP Dispute FiledCannotBeBeforeDateOfIncidentOnCreateUpdate General Liability/Claim - Date Filed cannot be before Date of Incident - Create/Update - SYS This rule prevents the Filed Date from being created or updated to a date earlier than the Date of Incident. Ensures that filing timelines remain logically aligned with the reported incident. Validation Create / Update
DISP Dispute IfSubpoenaItIsTheOnlyCategoryOfTheDisputeCSYS If Subpoena, It Is The Only Category Of The Dispute - Create - SYS This rule ensures that when a dispute is categorized as a Subpoena under the CSYS configuration, it is designated as the only dispute category. Validates that no additional categories are assigned in this scenario. Validation Create
DISP Dispute IfSubpoenaItIsTheOnlyCategoryOfTheDisputeUSYS If Subpoena, It Is The Only Category Of The Dispute - Update - SYS This rule ensures that when a dispute is categorized as a Subpoena under the USYS configuration, it is designated as the only dispute category. Validates that multiple categories are not assigned simultaneously. Validation Update
DISP Dispute IsRequiredFieldEntered Is Required Field Entered This rule ensures that all required fields are completed before the record can be saved. Validates mandatory information to maintain data integrity and completeness. Wizard Action Wizard
DISP Dispute JudgementDateCantBeFutureDate Lawsuit - “Date of Judgment” cannot be a date in the future - Create - SYS This rule prevents the Judgment Date from being entered as a future date. Ensures that judgment information reflects actual and completed events. Validation Create
DISP Dispute JudgementDateCantBeFutureDateUpdate Lawsuit - “Date of Judgment” cannot be a date in the future - Update - SYS This rule prevents the Judgment Date from being updated to a future date. Ensures that judgment information reflects actual and completed events. Validation Update
DISP Dispute LSSuitServedCantBeBeforeSuitFiledOnCreate Lawsuit - “Suit Served” cannot be a date before “Suit Filed” - Create - SYS This rule prevents the Suit Served Date from being earlier than the Suit Filed Date during record creation. Ensures that service timelines follow the proper legal sequence. Validation Create
DISP Dispute LSSuitServedCantBeBeforeSuitFiledOnUpdate Lawsuit - “Suit Served” cannot be a date before “Suit Filed” - Update - SYS This rule prevents the Suit Served Date from being updated to a date earlier than the Suit Filed Date. Validates that service dates remain consistent with filing timelines. Validation Update
DISP Dispute LSTrackAnswerDueChangesCreate Lawsuit - Track changes to “Answer Due” field - Create - SYS This rule automatically tracks changes to the Answer Due field during record creation. Ensures that important deadline information is monitored from the outset of the matter. Audit Create
DISP Dispute LSTrackAnswerDueChangesUpdate Lawsuit - Track changes to “Answer Due” field - Update - SYS This rule automatically tracks updates made to the Answer Due field. Ensures that modifications to key legal deadlines are properly recorded. Audit Update
DISP Dispute LSTrackArbitrationDateChangesCreate Lawsuit - Track changes to “Arbitration Date” field - Create - SYS This rule automatically tracks the Arbitration Date field when entered during record creation. Ensures arbitration scheduling details are recorded from the initial setup. Audit Create
DISP Dispute LSTrackArbitrationDateChanges Lawsuit - Track changes to “Arbitration Date” field - Update - SYS This rule automatically tracks changes made to the Arbitration Date field. Ensures that updates to arbitration scheduling are recorded for accurate timeline management. Audit Update
DISP Dispute LSTrackDateAnsweredChangesCreate Lawsuit - Track changes to “Date Answered” field - Create - SYS This rule automatically tracks the Date Answered field when entered during record creation. Ensures response activity is documented as part of the matter timeline. Audit Create
DISP Dispute LSTrackDateAnsweredChangesUpdate Lawsuit - Track changes to “Date Answered” field - Update - SYS This rule automatically tracks updates to the Date Answered field. Ensures that changes to response dates are recorded for accurate case tracking. Audit Update
DISP Dispute LSTrackDateJudgmentChangesCreate Lawsuit - Track changes to “Date of Judgment” field - Create - SYS This rule automatically tracks the Date of Judgment field when entered during record creation. Ensures judgment milestones are documented from the beginning. Audit Create
DISP Dispute LSTrackDateJudgmentChangesUpdate Lawsuit - Track changes to “Date of Judgment” field - Update - SYS This rule automatically tracks updates to the Date of Judgment field. Ensures that changes to judgment milestones are properly recorded within the matter history. Audit Update
DISP Dispute LSTrackDiscoveryDeadlineChangesCreate Lawsuit - Track changes to “Discovery Deadline” field - Create - SYS This rule automatically tracks the Discovery Deadline field when entered during record creation. Ensures important discovery timelines are documented from the outset. Audit Create
DISP Dispute LSTrackDiscoveryDeadlineChanges Lawsuit - Track changes to “Discovery Deadline” field - Update - SYS This rule automatically tracks changes made to the Discovery Deadline field. Ensures that updates to key litigation deadlines are recorded for accurate case management. Audit Update
DISP Dispute LSTrackDocumentResponseDueChangesCreate Lawsuit - Track changes to “Document Response Due” field - Create - SYS This rule automatically tracks the Document Response Due field when entered during record creation. Ensures response deadlines are captured as part of the matter timeline. Audit Create
DISP Dispute LSTrackDocumentResponseDueChanges Lawsuit - Track changes to “Document Response Due” field - Update - SYS This rule automatically tracks changes made to the Document Response Due field. Ensures that modifications to response deadlines are properly recorded. Audit Update
DISP Dispute LSTrackExpDiscDeadlineChangesCreate Lawsuit - Track changes to “Expert Discovery Deadline” field - Create - SYS This rule automatically tracks the Expert Discovery Deadline when entered during record creation. Ensures expert discovery timelines are recorded from the beginning of the matter. Audit Create
DISP Dispute LSTrackExpDiscDeadlineChanges Lawsuit - Track changes to “Expert Discovery Deadline” field - Update - SYS This rule automatically tracks changes made to the Expert Discovery Deadline. Ensures updates to expert-related deadlines are documented for accurate tracking. Audit Update
DISP Dispute LSTrackHearingDateChangesCreate Lawsuit - Track changes to “Hearing Date” field - Create - SYS This rule automatically tracks the Hearing Date when entered during record creation. Ensures hearing milestones are documented as part of the matter setup. Audit Create
DISP Dispute LSTrackHearingDateChanges Lawsuit - Track changes to “Hearing Date” field - Update - SYS This rule automatically tracks changes made to the Hearing Date. Ensures updates to scheduled hearings are recorded for accurate timeline management. Audit Update
DISP Dispute LSTrackInterrgoDueChangesCreate Lawsuit - Track changes to “Interrogatories Due” field - Create - SYS This rule automatically tracks the Interrogatories Due field when entered during record creation. Ensures interrogatory deadlines are captured within the matter timeline. Audit Create
DISP Dispute LSTrackInterrgoDueChanges Lawsuit - Track changes to “Interrogatories Due” field - Update - SYS This rule automatically tracks changes made to the Interrogatories Due field. Ensures updates to interrogatory deadlines are properly recorded. Audit Update
DISP Dispute LSTrackMedDateChangesCreate Lawsuit - Track changes to “Mediation Date” field - Create - SYS This rule automatically tracks the Mediation Date when entered during record creation. Ensures mediation milestones are documented from the start of the matter. Audit Create
DISP Dispute LSTrackMedDateChanges Lawsuit - Track changes to “Mediation Date” field - Update - SYS This rule automatically tracks changes made to the Mediation Date. Ensures updates to mediation scheduling are recorded for accurate case timeline management. Audit Update
DISP Dispute LSTrackMotionDeadlineChangesCreate Lawsuit - Track changes to “Motion Deadline” field - Create - SYS This rule automatically tracks the Motion Deadline when entered during record creation. Ensures motion deadlines are captured as part of the initial matter setup. Audit Create
DISP Dispute LSTrackMotionDeadlineChanges Lawsuit - Track changes to “Motion Deadline” field - Update - SYS This rule automatically tracks changes made to the Motion Deadline field. Ensures updates to motion-related deadlines are properly recorded. Audit Update
DISP Dispute LSTrackReqForAdmissDueCreate Lawsuit - Track changes to “Request for Admissions Due” field - Create - SYS This rule automatically tracks the Request for Admissions Due field when entered during record creation. Ensures admission deadlines are documented within the matter timeline. Audit Create
DISP Dispute LSTrackReqForAdmissDue Lawsuit - Track changes to “Request for Admissions Due” field - Update - SYS This rule automatically tracks changes made to the Request for Admissions Due field. Ensures updates to admission-related deadlines are recorded for accurate tracking. Audit Update
DISP Dispute LSTrackSuitFiledChangesCreate Lawsuit - Track changes to “Suit Filed” field - Create - SYS This rule automatically tracks the Suit Filed field when entered during record creation. Ensures filing milestones are recorded from the outset of the matter. Audit Create
DISP Dispute LSTrackSuitFiledChangesUpdate Lawsuit - Track changes to “Suit Filed” field - Update - SYS This rule automatically tracks updates made to the Suit Filed field. Ensures changes to filing information are properly documented. Audit Update
DISP Dispute LSTrackSuitServedChangesCreate Lawsuit - Track changes to “Suit Served” field - Create - SYS This rule automatically tracks the Suit Served field when entered during record creation. Ensures service milestones are captured as part of the matter timeline. Audit Create
DISP Dispute LSTrackSuitServedChanges Lawsuit - Track changes to “Suit Served” field - Update - SYS This rule automatically tracks changes made to the Suit Served field. Ensures updates to service milestones are recorded for accurate case tracking. Audit Update
DISP Dispute LSTrackTrialDateChangesCreate Lawsuit - Track changes to “Trial Date” field - Create - SYS This rule automatically tracks the Trial Date field when entered during record creation. Ensures trial milestones are documented from the start of the matter. Audit Create
DISP Dispute LSTrackTrialDateChanges Lawsuit - Track changes to “Trial Date” field - Update - SYS This rule automatically tracks changes made to the Trial Date field. Ensures updates to trial scheduling are recorded for accurate case timeline management. Audit Update
DISP Dispute LawsuitFiledCannotBeAFutureDate Lawsuit - “Suit Filed” cannot be a future date - Update - SYS This rule prevents the Suit Filed Date from being updated to a future date. Ensures filing information reflects actual events. Validation Update
DISP Dispute LawsuiteFiledCannotBeAFutureDate Lawsuit - “Suit Filed” cannot be a future date - Create - SYS This rule prevents the Suit Filed Date from being entered as a future date during record creation. Ensures filing dates remain accurate and aligned with real-world timelines. Validation Create
DISP Dispute MNRC Matter Name Is Required - Create - SYS This rule ensures that a Matter Name is entered during record creation. Validates that required identifying information is provided before saving the matter. Validation Create
DISP Dispute MNRU Matter Name Is Required - Update - SYS This rule ensures that the Matter Name cannot be removed or left blank during an update. Maintains completeness of required matter information. Validation Update
DISP Dispute MatterCannotBeClosedIfNoActOCAttIsEvalOtoC Matter cannot be closed if no active Outside Counsel Attorney is evaluated - Open to Close - SYS This rule prevents a matter from being closed from Open to Closed status if no active Outside Counsel Attorney evaluation is completed on the involved party record. This rule fires if an involved party with the role of Outside Counsel Attorney is present. Ensures required evaluations are finalized before closure. Validation Phase Change
DISP Dispute MatterCannotBeClosedIfNoActOCAttIsEvalRtoC Matter cannot be closed if no active Outside Counsel Attorney is evaluated - Reopen to Close - SYS This rule prevents a matter from being closed from Reopen to Closed status if no active Outside Counsel Attorney evaluation is completed on the involved party record. This rule fires if an involved party with the role of Outside Counsel Attorney is present. Ensures required evaluations are finalized before closure. Validation Phase Change
DISP Dispute MatterMustHaveCategoryBesidesRootOnCreate Matter Must Have Category Besides Root - Create - SYS This rule ensures that at least one category other than the root category is selected during matter creation. Validates proper classification of the matter. Validation Create
DISP Dispute MatterMustHaveCategoryBesidesRootOnUpdate Matter Must Have Category Besides Root - Update - SYS This rule ensures that at least one category other than the root category remains selected when updating a matter. Maintains accurate matter classification. Validation Update
DISP Dispute MedArbFeesCannotBeNegativeOnCreate Mediator/Arbitrator Fees Awarded cannot be a negative number - Create - SYS This rule prevents Mediation or Arbitration Fees from being entered as a negative value during record creation. Ensures financial information remains accurate and valid. Validation Create
DISP Dispute MedArbFeesCannotBeNegativeOnUpdate Mediator/Arbitrator Fees Awarded cannot be a negative number - Update - SYS This rule prevents Mediation or Arbitration Fees from being updated to a negative value. Validates that fee amounts remain zero or greater to maintain financial accuracy. Validation Update
DISP Dispute NPVA Did Not Pass Validation GOTO Assignees This rule makes sure that an Assignee is added when using the OOTB New Dispute wizard. Ensures the related process or data handling aligns with established business rules. Wizard Action Wizard
DISP Dispute PenaltyAmountCannotBeNegative Environmental - Penalty Amount cannot be a negative number - Create - SYS This rule prevents the Penalty Amount from being entered as a negative value. Ensures penalty data remains accurate and valid. Validation Create
DISP Dispute PenaltyAmountCannotBeNegativeOnUpdate Environmental - Penalty Amount cannot be a negative number - Update - SYS This rule prevents the Penalty Amount from being updated to a negative value. Validates that penalty amounts remain zero or greater to maintain data integrity. Validation Update
DISP Dispute PunFeesCannotBeNegativeOnCreate Punitive Fees Awarded cannot be a negative number - Create - SYS This rule prevents Punitive Fees Awarded from being entered as a negative value during record creation. Ensures financial amounts remain accurate and valid. Validation Create
DISP Dispute PunFeesCannotBeNegativeOnUpdate Punitive Fees Awarded cannot be a negative number - Update - SYS This rule prevents Punitive Fees Awarded from being updated to a negative value. Validates that fee amounts remain zero or greater to maintain financial accuracy. Validation Update
DISP Dispute RCExtInvCompCannotBeBeforeStartDateOnCreate Regulatory & Compliance - External Investigation Completion Date cannot be before its Start Date - Create - SYS This rule prevents the Regulatory/Compliance External Investigation Completion Date from being earlier than the record’s start date during creation. Ensures investigation timelines remain logically consistent. Validation Create
DISP Dispute RCExtInvCompCannotBeBeforeStartDateOnUpdate Regulatory & Compliance - External Investigation Completion Date cannot be before its Start Date - Update - SYS This rule prevents the Regulatory/Compliance External Investigation Completion Date from being updated to a date earlier than the record’s start date. Validates chronological accuracy within the investigation timeline. Validation Update
DISP Dispute RCInInvCompletionCannotBeBeforeStartDateOnCreate Regulatory & Compliance - Internal Investigation Completion Date cannot be before its Start Date - Create - SYS This rule prevents the Regulatory/Compliance Internal Investigation Completion Date from being earlier than the record’s start date during creation. Ensures internal investigation activities follow the established timeline. Validation Create
DISP Dispute RCInInvCompletionCannotBeBeforeStartDateOnUpdate Regulatory & Compliance - Internal Investigation Completion Date cannot be before its Start Date - Update - SYS This rule prevents the Regulatory/Compliance Internal Investigation Completion Date from being updated to a date earlier than the record’s start date. Maintains chronological consistency within the record lifecycle. Validation Update
DISP Dispute RequireAtLeastOneAssigneeForMatterOnCreate Require At Least One Assignee For Matter - Create - SYS This rule ensures that at least one assignee is designated when creating a matter. Validates that responsibility for the matter is assigned before it is saved. Validation Create
DISP Dispute RequireAtLeastOneAssigneeForMatterOnUpdate Require At Least One Assignee For Matter - Update - SYS This rule ensures that at least one assignee remains assigned when updating a matter. Prevents removal of all assignees to maintain clear ownership. Validation Update
DISP Dispute SRRC Require “SignificantReason” When Matter Significant - Create - SYS This rule ensures that a Significant Reason is provided when a matter is marked as Significant during creation. Validates that justification is documented for significant matters. Validation Create
DISP Dispute SRRU Require “SignificantReason” When Matter Significant - Update - SYS This rule ensures that a Significant Reason is provided when a matter is marked as Significant during update. Validates that justification is documented for significant matters. Validation Update
DISP Dispute SanctionsIssuedCannotBeNegative Discovery sanctions issued to claimant cannot be a negative number - Create - SYS This rule prevents the Discovery Sanctions Issued amount from being entered as a negative value during record creation. Ensures sanction data remains accurate and valid. Validation Create
DISP Dispute SanctionsIssuedClmtCannotBeNegativeOnUpdate Discovery sanctions issued to claimant cannot be a negative number - Update - SYS This rule prevents the Discovery Sanctions Issued to Claimant amount from being updated to a negative value. Validates that sanction amounts remain zero or greater to maintain data integrity. Validation Update
DISP Dispute SetAttorneyAsMainAssigneeOnCreate Set Attorney As Main Assignee - Create - SYS If there is more than one assignee on a matter and one of them is the role of Attorney, this rule automatically sets the selected Attorney as the Main Assignee during record creation if not already set as the Main Assignee. Custom Action Create
DISP Dispute SetAttorneyAsMainAssigneeOnUpdate Set Attorney As Main Assignee - Update - SYS If there is more than one assignee on a matter and one of them is the role of Attorney, this rule automatically sets the selected Attorney as the Main Assignee during update if not already set as the Main Assignee. Custom Action Update
DISP Dispute SetNonRootCategoryAsDefaultOnCreate Set Non-Root Category As Default - Create - SYS This rule resets the default category from the root category to the lowest level, non‑root category when a record is created. If multiple categories are selected, it picks the first lowest-level category it finds. Custom Action Create
DISP Dispute SetNonRootCategoryAsDefaultOnUpdate Set Non-Root Category As Default - Update - SYS This rule resets the default category from the root category to the lowest level, non‑root category when a record is updated. If multiple categories are selected, it picks the first lowest-level category it finds. Custom Action Update
DISP Dispute SubpoenaHasDuplicateRecords Subpoena Has Duplicate Records This rule validates whether duplicate Subpoena records exist. Ensures that multiple identical records are identified to prevent data duplication. Wizard Action Wizard
DISP Dispute SubpoenaIsOrderToAppear Subpoena Is Order To Appear This rule ensures that the Subpoena is properly categorized as an Order to Appear when applicable. Validates correct classification of the subpoena type. Wizard Action Wizard
DISP Dispute SubpoenaNoDuplicateFound Subpoena No Duplicate Found This rule validates that no duplicate Subpoena records exist before saving. Ensures data integrity by preventing redundant entries. Wizard Action Wizard
DISP Dispute SuitServedCannotBeFutureDateOnCreate Lawsuit - “Suit Served” cannot be a date in the future - Create - SYS This rule prevents the Suit Served Date from being entered as a future date during record creation. Ensures service dates reflect actual events. Validation Create
DISP Dispute SuiteServedCannotBeFutureDateOnUpdate Lawsuit - “Suit Served” cannot be a date in the future - Update - SYS This rule prevents the Suit Served Date from being updated to a future date. Ensures service information remains accurate and aligned with real-world timelines. Validation Update
DISP Dispute TotalAmountCannotBeNegativeOnCreate Disposition Total Amount Cannot Be Negative - Create - SYS This rule prevents the Disposition Total Amount from being entered as a negative value during record creation. Ensures financial totals remain accurate and valid. Validation Create
DISP Dispute TotalAmountCannotBeNegativeOnUpdate Disposition Total Amount Cannot Be Negative - Update - SYS This rule prevents the Disposition Total Amount from being updated to a negative value. Validates that total amounts remain zero or greater to maintain financial accuracy. Validation Update
DISP Dispute TrackChangesToMainAssigneeCreate Track Changes To Main Assignee - Create - SYS This rule automatically tracks the Main Assignee when assigned during record creation. Ensures initial ownership details are documented. Audit Create
DISP Dispute TrackChangesToMainAssignee Track Changes To Main Assignee - Update - SYS This rule automatically tracks changes made to the Main Assignee. Ensures ownership updates are recorded for accurate matter history tracking. Audit Update

 

Transactions Rules (TRAN)

Object Object Name Unique Key Rule Name Rule Description Rule Type Triggers
TRAN Transactions CAConfExpDaReqIfConfExIsCheckedOnCreate Contracts & Agreements - “Confidentiality Expiration Date” is required if “Confidentiality Expiration” is checked - Create - SYS This rule prevents users from saving a Contracts & Agreements record during creation if Confidentiality Expiration is checked but Confidentiality Expiration Date is not populated. It ensures that a valid expiration date is always entered whenever confidentiality is flagged as applicable. Validation Create
TRAN Transactions CAConfExpDaReqIfConfExIsCheckedOnUpd Contracts & Agreements - “Confidentiality Expiration Date” is required if “Confidentiality Expiration” is checked - Update - SYS This rule prevents users from saving a Contracts & Agreements record during update if Confidentiality Expiration is checked but Confidentiality Expiration Date is not populated. It ensures that existing records cannot be updated to a state where confidentiality is enabled without a corresponding expiration date. Validation Update
TRAN Transactions CAExpDaReqIfExpIsCheckedOnCreate Contracts & Agreements - “Expiration Date” is required if “Expiration” is checked - Create - SYS This rule prevents users from saving a Contracts & Agreements record during creation if Expiration is checked but Expiration Date is not populated. It ensures that, whenever an expiration is indicated, a corresponding expiration date is captured. Validation Create
TRAN Transactions CAExpDaReqIfExpIsCheckedOnUpdate Contracts & Agreements - “Expiration Date” is required if “Expiration” is checked - Update - SYS This rule prevents users from saving a Contracts & Agreements record during update if Expiration is checked but Expiration Date is not populated. It ensures that records cannot be updated to show an expiration without a valid expiration date. Validation Update
TRAN Transactions CreateSelectedOutsideCounsels Create Selected Outside Counsels - SYS This rule automatically creates Outside Counsel records based on the selections made during record creation. It streamlines setup by generating the selected Outside Counsel entries without additional manual steps. Custom Action Create
TRAN Transactions DidNotPassValidationGOTOAssignees Did Not Pass Validation GOTO Assignees This wizard action sends the user to the Assignees step when a validation condition is not met. It guides users to correct assignment information before continuing the process. Wizard Action Wizard
TRAN Transactions MADueDiligenceEndCannotBeBeforeBeginDateOnCreate Mergers & Acquisitions – “Due Diligence End Date” cannot be before its “Begin Date” - Create - SYS This rule prevents users from saving a Mergers & Acquisitions record during creation if Due Diligence End Date is earlier than its begin date. It ensures that due diligence timelines are captured in a logical chronological order. Validation Create
TRAN Transactions MADueDiligenceEndCannotBeBeforeBeginDateOnUpdate Mergers & Acquisitions – “Due Diligence End Date” cannot be before its “Begin Date” - Update - SYS This rule prevents users from saving a Mergers & Acquisitions record during update if Due Diligence End Date is earlier than its begin date. It maintains data accuracy by enforcing consistent start and end date relationships. Validation Update
TRAN Transactions MATransAmtCannotBeNegativeOnCreate Mergers & Acquisitions – “Transaction Amount” cannot be a negative number - Create - SYS This rule prevents users from saving a Mergers & Acquisitions record during creation if Transaction Amount is a negative number. It ensures that transaction amounts are captured as zero or positive values. Validation Create
TRAN Transactions MATransAmtCannotBeNegativeOnUpdate Mergers & Acquisitions – “Transaction Amount” cannot be a negative number - Update - SYS This rule prevents users from saving a Mergers & Acquisitions record during update if Transaction Amount is a negative number. It helps maintain financial data accuracy by disallowing negative transaction amounts. Validation Update
TRAN Transactions MNRC Matter Name Is Required - Create - SYS This rule prevents users from creating a Matter if the Matter Name is empty. It ensures that every new Matter has a meaningful name before it is saved. Validation Create
TRAN Transactions MNRU Matter Name Is Required - Update - SYS This rule prevents users from updating a Matter if the Matter Name is empty. It ensures that Matters cannot be saved in a state without a valid name. Validation Update
TRAN Transactions MatterCannotBeClosedIfNoActOCIsEvalOtoC Matter cannot be closed if no active Outside Counsel Attorney is evaluated - Open to Close - SYS This rule prevents a Matter from moving from Open to Close if there is an active Outside Counsel Attorney who has not been fully evaluated. It ensures that all required evaluation fields for active Outside Counsel Attorneys are completed before the Matter is closed. Validation Phase Change
TRAN Transactions MatterCannotBeClosedIfNoActOCIsEvalRtoC Matter cannot be closed if no active Outside Counsel Attorney is evaluated - Reopen to Close - SYS This rule prevents a Matter from moving from Reopen to Close if there is an active Outside Counsel Attorney who has not been fully evaluated. It ensures that any reopened Matter cannot be closed again until the necessary Outside Counsel evaluations are finished. Validation Phase Change
TRAN Transactions MatterMustHaveCategoryBesidesRootOnCreate Matter Must Have Category Besides Root - Create - SYS This rule prevents users from creating a Matter that only has the root category assigned. It ensures that each new Matter is classified with at least one non‑root category for better organization and reporting. Validation Create
TRAN Transactions MatterMustHaveCategoryBesidesRootOnUpdate Matter Must Have Category Besides Root - Update - SYS This rule prevents users from updating a Matter so that it only retains the root category. It ensures that existing Matters always maintain at least one non‑root category. Validation Update
TRAN Transactions MatterMustHaveEvaluatedAttorneyToClose Matter Must Have Evaluated Attorney To Close - SYS This rule prevents a Matter from being closed if there is an active Outside Counsel Attorney who has not been evaluated. It ensures required evaluations are finalized before closure. Validation Phase Change
TRAN Transactions REAssesValueCannotBeNegativeOnCreate Real Estate – “Assessed Value” cannot be a negative number - Create - SYS This rule prevents users from creating a Real Estate record if Assessed Value is a negative number. It ensures that assessed values are stored as valid non‑negative numbers. Validation Create
TRAN Transactions REAssesValueCannotBeNegativeOnUpdate Real Estate – “Assessed Value” cannot be a negative number - Update - SYS This rule prevents users from updating a Real Estate record if Assessed Value is a negative number. It maintains the integrity of valuation data by disallowing negative assessed values. Validation Update
TRAN Transactions REPurchasePriceCannotBeNegativeOnCreate Real Estate - Purchase – “Purchase Price” cannot be a negative number - Create - SYS This rule prevents users from creating a Real Estate Purchase record if Purchase Price is negative. It ensures that purchase price values are always entered as zero or positive amounts. Validation Create
TRAN Transactions REPurchasePriceCannotBeNegativeOnUpdate Real Estate - Purchase – “Purchase Price” cannot be a negative number - Update - SYS This rule prevents users from updating a Real Estate Purchase record if Purchase Price is negative. It safeguards financial data accuracy by enforcing non‑negative purchase prices. Validation Update
TRAN Transactions RESalePriceCannotBeNegativeOnCreate Real Estate - Sale – “Sale Price” cannot be a negative number - Create - SYS This rule prevents users from creating a Real Estate Sale record if Sale Price is negative. It ensures that sale price values are always recorded as zero or positive. Validation Create
TRAN Transactions RESalePriceCannotBeNegativeOnUpdate Real Estate - Sale – “Sale Price” cannot be a negative number - Update - SYS This rule prevents users from updating a Real Estate Sale record if Sale Price is negative. It keeps sale price information valid by disallowing negative values. Validation Update
TRAN Transactions RETotSqFeetCannotBeNegativeOnCreate Real Estate – “Total Square Feet” cannot be a negative number - Create - SYS This rule prevents users from creating a Real Estate record if Total Square Feet is negative. It ensures that space measurements are captured as realistic, non‑negative values. Validation Create
TRAN Transactions RETotSqFeetCannotBeNegativeOnUpdate Real Estate – “Total Square Feet” cannot be a negative number - Update - SYS This rule prevents users from updating a Real Estate record if Total Square Feet is negative. It preserves data quality by blocking impossible negative square footage values. Validation Update
TRAN Transactions RequireActiveFirmToActivateAttorney Require Active Firm To Activate Attorney - SYS This rule prevents users from activating an Attorney if the related Firm is inactive. It ensures that Attorneys cannot be set to active status while their Firm remains inactive. Validation Phase Change
TRAN Transactions RequireAtLeastOneAssigneeForMatterOnCreate Require At Least One Assignee For Matter - Create - SYS This rule prevents users from creating a Matter if no assignees are specified. It ensures that each new Matter has at least one responsible assignee. Validation Create
TRAN Transactions RequireAtLeastOneAssigneeForMatterOnUpdate Require At Least One Assignee For Matter - Update - SYS This rule prevents users from updating a Matter to a state with no assignees. It ensures that existing Matters always retain at least one responsible assignee. Validation Update
TRAN Transactions RequireOnlyOnePrimaryOCAttorneyOnCreate Require Only One Primary Outside Counsel Attorney - Create - SYS This rule prevents users from creating a Matter with more than one primary Outside Counsel Attorney. It ensures that only a single primary Outside Counsel Attorney is designated when the record is first created. Validation Create
TRAN Transactions RequireOnlyOnePrimaryOCAttorneyOnUpdate Require Only One Primary Outside Counsel Attorney - Update - SYS This rule prevents users from updating a Matter to have more than one primary Outside Counsel Attorney. It ensures that, over time, exactly one primary Outside Counsel Attorney remains assigned. Validation Update
TRAN Transactions RequireOnlyOnePrimaryOCFirmOnCreate Require Only One Primary Outside Counsel Firm - Create - SYS This rule prevents users from creating a Matter with more than one primary Outside Counsel Firm. It ensures that each record has exactly one primary Outside Counsel Firm at creation. Validation Create
TRAN Transactions RequireOnlyOnePrimaryOCFirmOnUpdate Require Only One Primary Outside Counsel Firm - Update - SYS This rule prevents users from updating a Matter to have multiple primary Outside Counsel Firms. It ensures that only one Firm is designated as primary at any time. Validation Update
TRAN Transactions SRRC Require “SignificantReason” When Matter Significant - Create - SYS This rule prevents users from creating a Matter that is marked as significant without providing a Significant Reason. It ensures that when a Matter is flagged as significant, the justification is documented. Validation Create
TRAN Transactions SRRU Require “SignificantReason” When Matter Significant - Update - SYS This rule prevents users from updating a Matter that is marked as significant without a Significant Reason populated. It ensures that significance status is always accompanied by a documented reason. Validation Update
TRAN Transactions SetAttorneyAsMainAssigneeOnCreate Set Attorney As Main Assignee - Create - SYS This rule automatically sets an active Attorney assignee as the main assignee when a record is created, if the main assignee type is not already an Attorney. It ensures that the Attorney role is correctly reflected as the primary owner at creation when applicable. Custom Action Create
TRAN Transactions SetAttorneyAsMainAssigneeOnUpdate Set Attorney As Main Assignee - Update - SYS This rule automatically sets an active Attorney assignee as the main assignee during an update, if the main assignee type is not already an Attorney. It keeps the main assignee aligned with the active Attorney responsible for the record. Custom Action Update
TRAN Transactions SetNonRootCategoryAsDefaultOnCreate Set Non-Root Category As Default - Create - SYS This rule resets the default category from the root category to the lowest level, non‑root category when a record is created. If multiple categories are selected, it will pick the first lowest level category it finds. Custom Action Create
TRAN Transactions SetNonRootCategoryAsDefaultOnUpdate Set Non-Root Category As Default - Update - SYS This rule resets the default category from the root category to the lowest level, non‑root category when a record is updated. If multiple categories are selected, it will pick the first lowest level category it finds. Custom Action Update
TRAN Transactions THND Has No Details GOTO Assignees This wizard action navigates the user to the Assignees step when the record has no details. It helps users complete required details and assignments before finishing the wizard. Wizard Action Wizard
TRAN Transactions TINC Is No Outside Counsel GOTO FINISH This wizard action sends the user directly to the finish step when No Outside Counsel is indicated. It streamlines the wizard flow when no Outside Counsel is involved. Wizard Action Wizard
TRAN Transactions TNFB Is No Firms FINISH This wizard action finishes the wizard when there are no Firms to select. It provides a clear end to the wizard in scenarios where no Firm selection is needed. Wizard Action Wizard
TRAN Transactions TNFE Is No Firms And Firm List Empty GOTO FINISH This wizard action finishes the wizard when the “No Firms” option is selected and the Firm list is empty. It prevents users from remaining in a selection step with no available Firms. Wizard Action Wizard
TRAN Transactions TNFM Is No Firms GOTO Firm Selection This wizard action sends the user to the Firm Selection step when there are no Firms. It ensures that any missing Firm selection is addressed before the wizard can continue. Wizard Action Wizard
TRAN Transactions TPCS Populate Category Selection (Always First) This wizard action populates the category selection list as the first step in the wizard. It ensures that available categories are pre‑loaded so users can select them efficiently. Wizard Action Wizard
TRAN Transactions TPFS Populate Firm Selection (Always First) This wizard action populates the Firm selection list as the first step in the wizard. It ensures that Firms are loaded and ready for selection before the user proceeds. Wizard Action Wizard
TRAN Transactions TPSC Populate Selected Categories (Always First) This wizard action populates the list of selected categories as the first step in the wizard. It helps users review and work with the appropriate categories from the start. Wizard Action Wizard
TRAN Transactions TSEC Set Matter Security - Create - SYS This rule automatically sets matter security settings during record creation. Ensures appropriate access controls are applied at the time the matter is created. Legal Dept Access Only leaves the security public. Default User Group sets the security to private and gives the primary group of the creating user group rights. Assignee access only sets the security to private and adds no groups. Custom Action Create
TRAN Transactions TSEU Set Matter Security - Update - SYS This rule automatically sets matter security settings during update. Ensures appropriate access controls are maintained when the matter is modified. Legal Dept Access Only leaves the security public. Default User Group sets the security to private and gives the primary group of the creating user group rights. Assignee access only sets the security to private and adds no groups. Custom Action Update
TRAN Transactions TVAF Validate Fields GOTO General This wizard action validates key fields and then navigates the user to the General step. It ensures that users address necessary field validation before continuing. Wizard Action Wizard
TRAN Transactions TVED Contracts & Agreements - Validate Detail Fields This wizard action validates Contracts & Agreements detail fields. It helps ensure that key detail information is complete and accurate before the user proceeds. Wizard Action Wizard
TRAN Transactions TVPA Validate Primary Attorney GOTO Attorney Selection This wizard action validates the primary Attorney and then navigates the user to the Attorney Selection step. It helps users resolve issues with the primary Attorney before moving forward. Wizard Action Wizard
TRAN Transactions TVPF Validate Primary Firm GOTO Firm Selection This wizard action validates the primary Firm and then navigates the user to the Firm Selection step. It ensures that issues with the primary Firm are resolved within the wizard. Wizard Action Wizard
TRAN Transactions TrackChangesToMainAssigneeCreate Track Changes To Main Assignee - Create - SYS This audit rule tracks the initial setting or change of the main assignee when a record is created. It provides visibility into who was first assigned as the main owner of the record. Audit Create
TRAN Transactions TrackChangesToMainAssignee Track Changes To Main Assignee - Update - SYS This audit rule tracks changes to the main assignee during updates. It creates an audit trail so administrators can see when and how the main assignee has changed over time. Audit Update

 

Dispute - Involved Party Rules (INPA)

Object Object Name Unique Key Rule Name Rule Description Rule Type Triggers
INPA Dispute - Involved Party AddFirmWhenAttorneyAddedOnCreate Add Firm When Attorney Added - Create - SYS This rule automatically associates the attorney’s firm with the record when an attorney is added during record creation. When a new matter or record is created and an attorney is selected, the system ensures that the corresponding firm is also added, maintaining accurate relationship tracking and reducing the need for manual data entry. Custom Action Create
INPA Dispute - Involved Party AddFirmWhenAttorneyAddedOnUpdate Add Firm When Attorney Added - Update - SYS This rule automatically associates the attorney’s firm with the record when an attorney is added or updated on an existing record. When changes are made and a new attorney is selected, the system ensures the corresponding firm is also linked, maintaining accurate relationship tracking and data consistency. Custom Action Update
INPA Dispute - Involved Party DJVC Is No Firms GOTO Firm Selection This rule validates whether firms are assigned and redirects the user to the Firm Selection section if none are selected. Ensures required firm information is captured before continuing. Wizard Action Wizard
INPA Dispute - Involved Party DOCE Update Performance For Outside Counsel Evaluation - SYS This rule automatically updates performance data when an Outside Counsel evaluation is completed. Ensures evaluation results are reflected in performance tracking records. Custom Action Update
INPA Dispute - Involved Party InactivateAttorneysWhenFirmInactivated Inactivate Attorneys When Firm Inactivated - SYS This rule automatically inactivates associated attorneys when their related firm is marked as inactive. Ensures that dependent records remain consistent with the firm’s status. Custom Action Update
INPA Dispute - Involved Party InactivateInvolvedWhenInactiveDateEntered Inactivate Involved When Inactive Date Entered - Update - SYS This rule automatically marks an involved party as inactive when an inactive date is entered. Ensures status updates align with the recorded inactivity date. Custom Action Update
INPA Dispute - Involved Party InactiveDateCannotBeBeforeInvDateOnCreate Inactive Date cannot be before Involvement Date - Create - SYS This rule prevents the Inactive Date from being earlier than the Involvement Date during record creation. Ensures chronological accuracy in status tracking. Validation Create
INPA Dispute - Involved Party InactiveDateCannotBeBeforeInvDateOnUpdate Inactive Date cannot be before Involvement Date - Update - SYS This rule prevents the Inactive Date from being updated to a date earlier than the Involvement Date. Validates that status timelines remain logically consistent. Validation Update
INPA Dispute - Involved Party InvDateCannotBeEmptyOnCreate Involvement date of the Involved party cannot be empty - Create - SYS This rule ensures that the Involvement Date is entered during record creation. Validates that required participation information is captured. Validation Create
INPA Dispute - Involved Party InvDateCannotBeEmptyOnUpdate Involvement date of the Involved party cannot be empty - Update - SYS This rule ensures that the Involvement Date cannot be cleared or left empty when updating a record. Maintains completeness of required date information. Validation Update
INPA Dispute - Involved Party DVPA Validate Primary Attorney GOTO Attorney Selection This rule validates that a Primary Attorney is designated and redirects the user to the Attorney Selection section if not assigned. Ensures proper attorney designation. Wizard Action Wizard
INPA Dispute - Involved Party DVPF Validate Primary Firm GOTO Firm Selection This rule validates that a Primary Firm is designated and redirects the user to the Firm Selection section if not assigned. Ensures proper firm designation. Wizard Action Wizard
INPA Dispute - Involved Party RequireActiveFirmToActivateAttorney Require Active Firm To Activate Attorney - SYS This rule ensures that an attorney can only be activated if the associated firm is active. Validates that attorney status aligns with the firm’s current status. Validation Update
INPA Dispute - Involved Party RequireOnlyOnePrimaryOCAttorneyOnCreate Require Only One Primary OC Attorney - Create - SYS This rule ensures that only one OC attorney is designated as Primary during matter creation. Prevents multiple attorneys from being marked as primary simultaneously. Validation Create
INPA Dispute - Involved Party RequireOnlyOnePrimaryOCAttorneyOnUpdate Require Only One Primary OC Attorney - Update - SYS This rule ensures that only one OC attorney remains designated as Primary when updating a matter. Validates exclusive primary assignment. Validation Update
INPA Dispute - Involved Party RequireOnlyOnePrimaryOCFirmOnCreate Require Only One Primary OC Firm - Create - SYS This rule ensures that only one OC firm is designated as Primary during matter creation. Prevents multiple firms from being marked as primary. Validation Create
INPA Dispute - Involved Party RequireOnlyOnePrimaryOCFirmOnUpdate Require Only One Primary OC Firm - Update - SYS This rule ensures that only one OC firm remains designated as Primary when updating a matter. Maintains exclusive primary firm designation. Validation Update
INPA Dispute - Involved Party TrackChangesToEvalFieldsOfOutsideCounselAtt Track changes to evaluation fields of Outside Counsel Attorney This rule automatically tracks changes made to evaluation fields for Outside Counsel attorneys. Ensures updates to performance or evaluation data are properly recorded. Audit Update
INPA Dispute - Involved Party WhenEvalAttPopulateAllOnCreate When evaluating Attorneys, all fields must be populated - Create - SYS This rule prevents users from creating an evaluation record for an Attorney if any required evaluation fields are missing. It ensures that all evaluation and comments fields are fully populated when Attorney evaluations are first created. Validation Create
INPA Dispute - Involved Party WhenEvalAttPopulateAllOnUpdate When evaluating Attorneys, all fields must be populated - Update - SYS This rule prevents users from updating an Attorney evaluation record to a state where required evaluation fields are missing. It ensures that evaluation records remain complete and consistent whenever they are edited. Validation Update

 

Transaction - Involved Party Rules (PART)

Object Object Name Unique Key Rule Name Rule Description Rule Type Triggers
PART Transaction - Involved Party AddFirmWhenAttorneyAddedOnCreate Add Firm When Attorney Added - Create - SYS This rule automatically adds or links an Outside Counsel Firm to a record when an Attorney from that firm is added during the record’s initial creation. It ensures that the Firm is kept in sync with the Attorney when users add Attorneys at create time. Custom Action Create
PART Transaction - Involved Party AddFirmWhenAttorneyAddedOnUpdate Add Firm When Attorney Added - Update - SYS This rule automatically adds or links an Outside Counsel Firm to a record when an Attorney from that firm is added during an update. It ensures that the Firm relationship remains consistent whenever users add Attorneys after the record has been created. Custom Action Update
PART Transaction - Involved Party DeleteAttorneysWhenRelateFirmGetsDeleted Delete Attorneys When Related Firm Gets Deleted - SYS This rule automatically deletes Attorney records that are related to a Firm when that Firm is deleted. It ensures that dependent Attorney relationships are cleaned up when the Firm no longer exists. Custom Action Delete
PART Transaction - Involved Party InactivateAttorneysWhenFirmInactivated Inactivate Attorneys When Firm Inactivated - SYS This rule inactivates Attorneys when their related Firm is inactivated. It helps maintain data integrity by ensuring that Attorneys do not remain active when their Firm is no longer active. Custom Action Update
PART Transaction - Involved Party InactivateInvolvedWhenInactiveDateEntered Inactivate Involved When Inactive Date Entered - Update - SYS This rule automatically inactivates an involved party when an Inactive Date is entered during an update. It ensures that the involvement status reflects the entered inactive date. Custom Action Update
PART Transaction - Involved Party InactiveDateCannotBeBeforeInvDateOnCreate Inactive Date cannot be before Involvement Date - Create - SYS This rule prevents users from saving a record during creation if the Inactive Date is before the involvement date. It ensures that an involvement cannot be marked inactive before it actually began. Validation Create
PART Transaction - Involved Party InactiveDateCannotBeBeforeInvDateOnUpdate Inactive Date cannot be before Involvement Date - Update - SYS This rule prevents users from saving a record during update if the Inactive Date is before the involvement date. It ensures that date relationships between involvement and inactivation remain logically consistent. Validation Update
PART Transaction - Involved Party InvDateShouldNotBeEmptyOnCreate Involved should not have an empty “Involvement Date” - Create - SYS This rule prevents users from creating an involved party record if Involvement Date is not populated. It ensures that new involved records always include a required involvement start date. Validation Create
PART Transaction - Involved Party InvDateShouldNotBeEmpty Involved should not have an empty “Involvement Date” - Update - SYS This rule prevents users from updating an involved party record if Involvement Date is empty. It ensures that all involved records have a valid involvement start date. Validation Update
PART Transaction - Involved Party TINF Is No Firms GOTO Firm Selection This wizard action sends the user to the Firm Selection step when there are no Firms specified. It ensures that users choose a Firm before proceeding. Wizard Action Wizard
PART Transaction - Involved Party TOCE Update Performance For Outside Counsel Evaluation - SYS This rule updates Outside Counsel performance information when evaluations are changed during an update. It ensures that performance data for Outside Counsel remains current and in sync with evaluation input. Custom Action Update
PART Transaction - Involved Party TPFS Populate Firm Selection (Always First) This wizard action populates the Outside Counsel Firm selection list as the first step in the wizard. It prepares the list of Firms so users can choose from valid options at the beginning of the flow. Wizard Action Wizard
PART Transaction - Involved Party TVPA Validate Primary Attorney GOTO Attorney Selection This wizard action validates the primary Attorney and then navigates the user to the Attorney Selection step. It ensures that a correct primary Attorney is selected as part of the guided flow. Wizard Action Wizard
PART Transaction - Involved Party TVPF Validate Primary Firm GOTO Firm Selection This wizard action validates the primary Firm and then navigates the user to the Firm Selection step. It helps users confirm that the correct Firm is set as primary. Wizard Action Wizard
PART Transaction - Involved Party TrackChangesToEvalFieldsOfOutsideCounselAtt Track changes to evaluation fields of Outside Counsel Attorney This audit rule tracks changes to evaluation fields for Outside Counsel Attorneys when those fields are updated. It provides an audit history for key performance and satisfaction metrics related to Outside Counsel Attorneys. Audit Phase Change
PART Transaction - Involved Party WhenEvalAttPopulateAllOnCreate When evaluating Attorneys, all fields must be populated - Create - SYS This rule prevents users from creating an evaluation record for an Attorney if any required evaluation fields are missing. It ensures that all evaluation and comments fields are fully populated when Attorney evaluations are first created. Validation Create
PART Transaction - Involved Party WhenEvalAttPopulateAllOnUpdate When evaluating Attorneys, all fields must be populated - Update - SYS This rule prevents users from updating an Attorney evaluation record to a state where required evaluation fields are missing. It ensures that evaluation records remain complete and consistent whenever they are edited. Validation Update