1. Matter Opening 2. Matter Management (Matter Info) 3. Client Management (Client Info)

1. Lgal.One
Legal Practice solution for Law Firm
Law Firm Functions

2. User training - Agenda
1. Matter Opening
2. Matter Management (Matter Info)
3. Client Management (Client Info)

3. Matter Opening1

4. 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

5. 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

6. 1.2 Creating a Draft Matter

7. 1.2 Creating a Draft Matter

8. 1.3 File Opening Compliance Check

9. 1.3 File Opening Compliance Check

10. 1.4 Printing datasheet

11. 1.4 Printing datasheet

12. 1.5 Deleting a Draft Matter

13. Matter Management
(Matter Info)2

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

15. 2.1 Updating Matter info.

16. 2.1 Updating Matter info.

17. 2.2 Updating Register

18. 2.2 Updating Register

19. 2.3 Updating Tasks

20. 2.3 Updating Tasks

21. 2.3 Updating Tasks

22. Client Management
(Client Info)3

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

24. 3.1 Creating a new client

25. 3.1 Creating a new client

26. 3.2 Updating client information

27. 3.2 Updating client information

28. 3.2 Updating client information

29. Lgal.One
Legal Practice solution for Law Firm