Litigation Management Workflow

Início do fluxo de trabalho/processo.

Create a new entry in the 'Litigation Case' data model when a new legal matter is identified.

Retrieve existing client information from the 'Client' data model using a Client ID.

Update the status field of the Litigation Case entry to 'Active' or 'Open'.

Create a task for the Lead Attorney to review the case files and assign a junior associate.

Create a new entry in the 'Evidence' data model linked to the litigation case.

Create a task for the legal researcher to find relevant case law and precedents.

Get all upcoming court dates associated with the specific case ID.

Execute a formula to estimate total costs based on (Hourly Rate * Estimated Hours) + Court Fees.

Update the 'Estimated Budget' field in the Litigation Case entry with the calculated value.

Create a task for the paralegal to draft the initial legal pleadings.

Create a task for the Senior Partner to review and approve the drafted complaint.

Send an email to the client's registered email address notifying them that the case has been officially filed.

Retrieve all pending statutory deadlines from the 'Deadlines' data model for this case.

Aggregate all 'Expense' entries linked to this case to calculate the total spent to date.

Create a task to ensure the defendant is legally served with the summons and complaint.

Update the 'Service Date' field in the litigation record once service is confirmed.

Create a new entry in the 'Discovery' data model for requests for production of documents.

Create a task for the legal team to prepare witnesses and questions for upcoming depositions.

Send an SMS to the assigned attorney regarding a critical court deadline or emergency motion.

Update the litigation case status to 'Settled', 'Dismissed', or 'Judgment Rendered'.

Create a final report summarizing all entries, tasks, and costs associated with the closed litigation case.

Delete an erroneous or duplicate entry from the Evidence data model.

Fim do fluxo de trabalho/processo.