Legal Services

Legal matters, documents, and client service tracking.

Overview

This guide covers legal services workflows in EGKits SaaS V10. Follow the sections below for setup, daily operations, and troubleshooting.

Matter intake

Configure Matter intake according to your operational policies. Validate outputs with a pilot user group before enabling production approvals.

Document management

Configure Document management according to your operational policies. Validate outputs with a pilot user group before enabling production approvals.

Billing milestones

Configure Billing milestones according to your operational policies. Validate outputs with a pilot user group before enabling production approvals.

Client portal

Configure Client portal according to your operational policies. Validate outputs with a pilot user group before enabling production approvals.

Troubleshooting

Issue Resolution
Missing menu item Verify module is enabled and role permissions are assigned
Validation error Check required master data and fiscal period status
Integration failure Review API credentials and endpoint version

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