NEW! Managing Teams

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NEW! Managing Teams

Teams

This new Law Lab functionality will allow users to segregate records, users, case types or case actions depending on the Team they belong to. This will allow your office to place users and records under specific teams. If a record is on a specific team, only users on that team can access that record. A user that is on all-teams will have access to all current and future records.

For example, let’s say that in office A, there are three main attorneys. Each attorney has their particular Legal Assistant and their particular case timeframe. In this case, each attorney would be considered its own team.

As a second example, imagine a scenario where a small non-profit that usually deals with immigration law starts taking criminal cases. A new lawyer is hired to take over this responsibility but most of the case types and case actions do not apply to their area of practice. In this case, this small non-profit can start a new TEAM specifically for criminal cases, and they can also start their own particular records, case types and case actions accordingly.

Creating Teams

Weather you decide to use TEAMS based on attorneys or area of Law, you may start creating your TEAMS by clicking on Edit Teams under Settings:

 

Click on the + sign to the right and enter a name for your new Team. There is a limit of 20 characters:

Your teams will be added to the team list as they are created. If a team has been assigned to a record, a user, or a case action, the option to delete the team will disappear:

To start assigning case actions to your Team, click on Edit case actions under Settings. Select the option to edit. You will find the option to make the case action visible to all Teams or just a specific team (or teams) under the Workflow section:

To start assigning case types to your Team, click on Edit case types under Settings. Select the option to edit. You will find the option to make the case action visible to all Teams or just a specific team (or teams) under the Workflow section:

Now your Case Type or Case Action are ready to be used by your Team.

 

Creating Records for particular Teams

Once your teams are created, you will see the option to add a team when you create a Record.

The Team field is not mandatory if the record is created by an admin or an ALL-Teams Editor. However, it becomes mandatory if it’s created by an Editor that belongs to one or more teams.

Note: Only admins can change the team of a record.

 

Creating Users for particular Teams

Once your teams are created, you will see the option to assign a team to new or existing users.

To start assigning users to your Team, click on Manage Users under Settings. Select the option to edit an existing user or create a new user. The option to assign a user to all Teams or just a specific team (or teams) can be found under the User type drop-down:

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