This playlist demonstrates the process of creating a court case, assigning users, submitting work, associating events and adding legal fees.
The process of assigning users, submitting work, associating events (dates) and adding legal fees is quite similar to what is done for other matters in the system i.e. conveyances, contracts and legal opinions.
Some of the actions shown e.g. creating a court case and submitting work require approval and therefore once the initial user (clerk1) submits the form, the approver (lawyer1) logs in to approve the pending request. This is a 2 level approval but can be customized to any number of levels e.g. clerk to supervisor to manager to partner.
Creating event types, status types, adding users etc is not covered by the demo but the process is intuitive. Most of these data can also be imported into the system during implementation.
Individual videos can be viewed on YouTube.
Your comments are most welcome.