New client and matter intake
使用场景: A firm standardizing first inquiry to attorney assignment
Capture issue and deadline
Complete the approved conflict route
Confirm engagement, scope, and authority
Open workspace and calendar
Assign the matter owner
这样组织的原因: The point is not speed alone: it is making sure the matter begins with the right authority, records, and urgency handling.
Litigation coordination
使用场景: A matter team managing a sequence of filings, discovery, and client decisions
Preserve and assess
Set pleading and calendar plan
Track discovery requests and evidence
Document strategy and authority
Record outcome and next deadline
这样组织的原因: The workflow makes decisions and evidence visible alongside the substantive work.
Matter closeout
使用场景: A team reducing missing documents and unfinished financial tasks after resolution
Confirm resolution
Send client closeout
Review final billing and trust balance
Apply retention and access rules
Archive a searchable record and lessons
这样组织的原因: Closeout becomes a controlled handoff rather than an afterthought once the matter is resolved.
