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  • Case Client Positions

This is where the Case Client Positions are defaulted. Case Client Positions appear in the Litigation Case form.

Case Client Positions can also be added on the fly directly from the Litigation Case form.

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  • Cases Success Probabilities

This is where the Case Success Probabilities are defaulted.  Case Success Probability appears in the Litigation Case form.

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  • Case Company/Contact Roles

These Values are common for both Litigation and Legal Matters. Case Company Roles and Case Contact Roles can be managed in the Administration & Setup. These Values appear in the Case form under Companies & Contacts section.

Case Company Roles and Case Contact Roles can also be added on the fly directly from the Case form.

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  • Case Container Statuses

Statuses of the Case Container can be managed from the Admin & Setup. These Values appear in the Case Container form.

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  • Case Stages

These Values are not common in Litigation and Legal Matters. Case Stages can be managed in the Administration & Setup and specified for one or both Case Categories. These Values appear in the Case form.

Case Stages can also be added on the fly directly from the Case form.

In the edit of the Case Stage entry, there is a flag to choose to which Case Category this Stage belongs.

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  • Case Types & SLA

These Values are not common in Litigation and Legal Matters. Case Types can be managed in the Administration & Setup and specified for one or both Case Categories. These Values appear in the Case form.

Case Types can also be added on the fly directly from the Case form.

In the edit of the Case Type entry, there is a flag to choose to which Case Category this Stage belongs. Also, the SLA can be inserted. The SLA is the number of days that are added to the Case Arrival Date to specify the Due Date of the Case.

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  • Custom Fields

Every Case form allows user to add additional fields. Custom Fields are defaulted in the Admin & Setup. They can also be inserted in 3 languages.

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  • Case Value Tiers

Configure Values the Case Value Tiers of the report can be done from the Admin & Setup. The report allows up to 6 tiers having the maximum of the previous Tier less than the minimum of the next Tier.

For more information about the Report, visit the Generate Reports page.

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