Resolve errors during matter creation

  • Release version: Washingtondc
  • Updated August 1, 2024
  • 2 minutes to read
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    Summary of Resolve errors during matter creation

    In the Legal Tracker, errors may occur during the creation of a legal matter following the approval of outside counsel engagement requests. These errors can pertain to either the outside counsel engagement request or the Legal Tracker details. All error reports can be tracked in the activity stream of the engagement request.

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    Key Features

    • Error Notification: Notifications are sent to the matter fulfiller when an error is detected.
    • State Changes: The engagement request transitions to the Draft state or Integration Failed state depending on the error type.
    • Activity Stream Updates: Detailed error information is provided in the activity stream for better tracking and resolution.

    Key Outcomes

    Upon resolving errors, the matter fulfiller can correct and resubmit the request for approval. This process leads to successful integration with the Legal Tracker, thereby ensuring that legal matters are accurately created and managed. The workflows outlined ensure clarity and efficiency in error resolution, enabling smoother operations within the Legal Service Delivery framework.

    In the Legal Tracker, a matter is created after outside counsel engagement requests have been approved and an integration initiated.

    During the matter creation, errors can be reported for the data related to outside counsel engagement request or Legal Tracker details section or both. You can see the errors in the activity stream of the outside counsel engagement request.

    Table 1. Workflow when error is reported for outside counsel engagement request details
    Legal Tracker details Workflow
    When matter fulfiller fills in the Legal Tracker details
    • The outside counsel engagement request is moved to Draft state and the activity stream is updated with the error details.
    • A notification is sent to the matter fulfiller.
    • The matter fulfiller corrects the values and submits the request for approval again.
    • The practice area lead approves outside counsel engagement request.
    • An integration with Legal Tracker will be automatically initiated.
    When a task was created for filling Legal Tracker details
    • The outside counsel engagement request is moved to Draft state and the activity stream is updated with the error details.
    • A notification is sent to the matter fulfiller.
    • The matter fulfiller corrects the values and submits the request for approval again.
    • The practice area lead approves outside counsel engagement request.
    • The matter fulfiller submits the request for integration.
    Table 2. Workflow when error is reported for Legal Tracker details
    Legal Tracker details Workflow
    When matter fulfiller fills in the Legal Tracker details
    • The outside counsel engagement request is moved to Integration Failed state and the activity stream is updated with the error details.
    • A notification is sent to the matter fulfiller.
    • The matter fulfiller corrects the values in Legal Tracker section.
    • The matter fulfiller submits the request for integration.
    When a task was created for filling Legal Tracker details
    • The outside counsel engagement request is moved to Integration Failed state and the activity stream is updated with the error details.
    • A notification is sent to the matter and the task fulfiller.
    • The task fulfiller corrects the values in the Legal Tracker section.
    • The task fulfiller submits the request for integration.
    Table 3. Workflow when error is reported in both outside counsel engagement request and Legal Tracker details
    Legal Tracker details Workflow
    When matter fulfiller fills in the Legal Tracker details
    • The outside counsel engagement request is moved to Draft state and activity stream is updated with the error details.
    • A notification is sent to the matter fulfiller.
    • The matter fulfiller corrects the values and submits the request for approval again.
    • The practice area lead approves outside counsel engagement request.
    • An integration with Legal Tracker will be automatically initiated.
    When a task was created for filling Legal Tracker details
    • The outside counsel engagement request is moved to Draft state and the activity stream is updated with the error details.
    • A notification is sent to the matter fulfiller.
    • The legal fulfiller corrects the values and submits the request for approval again.
    • The practice area lead approves outside counsel engagement request.
    • The task fulfiller fills in the details for Legal Tracker.
    • The task fulfiller submits the request for integration.