01
It starts by telling the case
A case opens from the chat or through the guided procedure. It needs the practice area, the type of engagement, the client, the assisted party and the client's goals. When it starts from the chat, whatever has already come up in the conversation arrives filled in.
In detail
- Main practice area and secondary areas.
- Type of engagement: litigation, opinion, ongoing advice.
- Client from the firm's reusable register, individual or company, who immediately becomes a party in the case.
- The initial conversation enters the case file as its first document.