Organize legal-matter references, document ownership, administrative dates and client-request handoffs with GreatWork in a clearly defined support scope.
Legal-matter administration requires consistent references, controlled document access and clear responsibility for follow-up. Shape GreatWork’s Legal Case workspace around those support tasks so staff can distinguish a client request from a reviewed instruction. Keep legal advice, interpretation and procedural decisions with authorized legal professionals, while administrators organize the records and questions needed for the responsible person’s review.
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Where Legal Case fits
Choose a matter type and define its reference structure, responsible professional, authorized contacts and supporting-document categories. Record the source of administrative dates and identify the responsible legal professional who confirms their meaning and accuracy. Agree how document corrections and client requests are reviewed. Define access boundaries for sensitive information and ownership of unresolved correspondence. Select reporting needs for outstanding administrative actions, missing documents and work awaiting professional direction, then test the proposed setup against representative matters without including legal conclusions in administrative status labels.
Practical workflows to discuss
- Define matter references with responsible professionals and authorized document-access roles.
- Organize client-request handoffs and review of missing or corrected supporting documents.
- Prioritize administrative actions using dates confirmed by the responsible legal professional.
Plan your setup
- Who confirms the source and meaning of each administrative date on a matter?
- Which roles may access, supply or request corrections to sensitive case documents?
- How are client questions requiring legal advice routed to the responsible professional?
Explore Legal Case
Review this module in the GreatWork.ai live catalogue and discuss the records, reporting and configuration your team needs.
Related modules
Catalogue area: Industry Add-ons.
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