The case must be handled with the assistance of the Law Firm’s internal personnel. Each internal team member will have specific responsibilities related to the case. After the questionnaire is submitted and the necessary documents are uploaded, these internal users will engage in validating and verifying the information.
This process may involve the Paralegal, Supervisor, Documentation Manager, Documentation Executive, and Attorney, each contributing to the actions required for the case details.
Note: Engagement of these users to the case will strictly depend on the workflow configuration for your Law Firm and the selected Case Type.
Assignment of these users and roles shall be performed by the users who have such rights given in the workflow configuration.
Click Here to see How to manage and configure workflow for a Case Type.
Select the Actions menu within the case details to see the internal users available for assignment to the case.
Our team will contact you shortly and guide you for further setup
