The document outlines the configuration and use of a reminder system for a legal practice management software. It describes setting up reminders for various deadlines and events, configuring email recipients, and allowing customization of reminder receipt for different user roles. The administrator can configure different types of reminders, while all staff can review upcoming reminders.

1. Lgal.One
Legal Practice solution for Law Firm
Change Request 21
Reminder

2. CONFIGURE REMINDER
1. Check and update the employee's email (to receive the reminder)
2. Setup Scheduled Actions – Get Data
3. Setup Scheduled Actions – Send Email
4. Cause Paper deadlines
5. Filing Info Expiry
6. Filing Info Renewal
7. Events
8. Tasks deadlines
9. Warehousing Deadline
10. Destruction Deadline

3. THE REMINDER NOTIFICATION
In the Matter’s Team and Budget, add a new field for each member :
- Receive Email Reminder Notification (Y/N)
- The default values are :
o Director – Yes (non-editable because of the 3rd reminder)
o Lawyer – Yes (editable)
o Secretary – Yes (editable)
o Trainee – No (editable)
o Interns – No (editable)
Notes : There will be a one-time backend database updates required:
to update existing team member’s settings based on above defaults
value.

4. Default Reminder Notification (cannot change)
- For 1st and 2nd reminder : Sent to Lawyer-In-Charge (LIC) and All team
members (except Director) - if ‘Receive Email Reminder Notification’ is ‘Yes’
- For 3rd reminder: Sent to Director, Sent to Lawyer-In-charge (LIC) and All
the team members - if ‘Receive Email Reminder Notification’ is ‘Yes’
THE REMINDER NOTIFICATION

5. 1. CHECK AND UPDATE THE EMPLOYEE'S EMAIL
(TO RECEIVE THE REMINDER)

6. 2. SETUP SCHEDULED ACTION - GET DATA
1
Only Administrator can set up Scheduled Action – Get Data

7. 2. SETUP SCHEDULED ACTION - GET DATA
2

8. 3. SET UP SCHEDULED ACTION - SEND EMAIL
1
Only Administrator can set up Scheduled Action – Send Email

9. 3. SET UP SCHEDULED ACTION - SEND EMAIL
2

10. 4. CAUSE PAPER DEADLINES
4.1. Configure Cause Paper Deadlines
1
Only Administrator can Configure

11. 4. CAUSE PAPER DEADLINES
4.1. Configure Cause Paper Deadlines
2
3

12. 4.2. Review the Reminder of Cause Paper Deadlines
1
4. CAUSE PAPER DEADLINES

13. 4.2. Review the Reminder of Cause Paper Deadlines
2 3
4. CAUSE PAPER DEADLINES

14. 4.2. Review the Reminder of Cause Paper Deadlines
1
4. CAUSE PAPER DEADLINES

15. 4.2. Review the Reminder of Cause Paper Deadlines
2
4. CAUSE PAPER DEADLINES

16. 4.2. Review the Reminder of Cause Paper Deadlines
3
4. CAUSE PAPER DEADLINES

17. 5. FILING INFO EXPIRY
5.1. Configure Filing Info Expiry
1
Only Administrator can Configure

18. 5.1. Configure Filing Info Expiry
2 3
5. FILING INFO EXPIRY

19. 5.2. Review the Reminder of Filing Info Expiry
5. FILING INFO EXPIRY

20. 5.2. Review the Reminder of Filing Info Expiry
1
5. FILING INFO EXPIRY

21. 5.2. Review the Reminder of Filing Info Expiry
2
5. FILING INFO EXPIRY

22. 5.2. Review the Reminder of Filing Info Expiry
3
5. FILING INFO EXPIRY

23. 6. FILING INFO RENEWAL
6.1. Configure Filing Info Renewal
1
Only Administrator can Configure

24. 6. FILING INFO RENEWAL
6.1. Configure Filing Info Renewal
2
3

25. 6.2. Review the Reminder of Filing Info Renewal
6. FILING INFO RENEWAL

26. 6.2. Review the Reminder of Filing Info Renewal
1
6. FILING INFO RENEWAL

27. 6.2. Review the Reminder of Filing Info Renewal
2
6. FILING INFO RENEWAL

28. 6.2. Review the Reminder of Filing Info Renewal
3
6. FILING INFO RENEWAL

29. 7. EVENTS
7.1. Configure Events
1
Only Administrator can Configure

30. 7. EVENTS
7.1. Configure Events
2
3

31. 7.2. Review the Reminder of Events
1
7. EVENTS

32. 7.2. Review the Reminder of Events
2
7. EVENTS

33. 7.2. Review the Reminder of Events
1
7. EVENTS

34. 7.2. Review the Reminder of Events
2
7. EVENTS

35. 7.2. Review the Reminder of Events
3
7. EVENTS

36. 8. TASKS DEADLINES
8.1. Configure Tasks Deadlines
1
Only Administrator can Configure

37. 8. TASKS DEADLINES
8.1. Configure Tasks Deadlines
3
2

38. 8.2. Review the Reminder of Tasks Deadlines
1
2
8. TASKS DEADLINES

39. 8.2. Review the Reminder of Tasks Deadlines
1
8. TASKS DEADLINES

40. 8.2. Review the Reminder of Tasks Deadlines
2
8. TASKS DEADLINES

41. 8.2. Review the Reminder of Tasks Deadlines
3
8. TASKS DEADLINES

42. 9. WAREHOUSING DEADLINE
9.1. Configure Warehousing Deadline
1
Only Administrator can Configure

43. 9. WAREHOUSING DEADLINE
9.1. Configure Warehousing Deadline
2
3

44. 9.2. Review the Reminder of Warehousing Deadline
1
9. WAREHOUSING DEADLINE

45. 9.2. Review the Reminder of Warehousing Deadline
2
9. WAREHOUSING DEADLINE

46. 9.2. Review the Reminder of Warehousing Deadline
1
9. WAREHOUSING DEADLINE

47. 9.2. Review the Reminder of Warehousing Deadline
2
9. WAREHOUSING DEADLINE

48. 9.2. Review the Reminder of Warehousing Deadline
3
9. WAREHOUSING DEADLINE

49. 10. DESTRUCTION DEADLINE
10.1. Configure Destruction Deadline
1
Only Administrator can Configure

50. 10. DESTRUCTION DEADLINE
10.1. Configure Destruction Deadline
2
3

51. 10.2. Review the Reminder of Destruction Deadline
1
10. DESTRUCTION DEADLINE

52. 10.2. Review the Reminder of Destruction Deadline
2
10. DESTRUCTION DEADLINE

53. 10.2. Review the Reminder of Destruction Deadline
1
10. DESTRUCTION DEADLINE

54. 10.2. Review the Reminder of Destruction Deadline
2
10. DESTRUCTION DEADLINE

55. Lgal.One
Legal Practice solution for Law Firm