Team and knowledge

Assignments to lawyers

A business request becomes managed work with an assignee and a deadline, not an email without context. An assignment cannot be closed without a result.

Where available:Base subscription

What’s inside

  • Seven types: drafting a document, legal consultation, counterparty check, preparing a claim, representation, document review, other.
  • Whoever responds first takes it. Without a response, the assignment is auto-assigned or goes to the head of legal, who can also assign it directly.
  • Completion requires a result: a contract, a claim, a case, an opinion, a check request or a file with a description.
  • The requester accepts the result with a rating from 1 to 5 or returns it for revision.
  • Discussion with attachments inside the assignment.
  • Lawyer workload: active and overdue assignments for each lawyer.

FAQ

Does a requester take a paid seat?

No. Paid seats are taken by lawyers, the head of legal and administrators. Requesters and approvers work without a paid seat.

How does the head of legal see the team’s workload?

The workload screen shows each lawyer’s active and overdue assignments, and analytics adds missed deadlines by assignee.

Scenarios where it works

Other features

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