Reference
Legal base automations
The legal base runs no scheduled job. One thing happens by itself, when a client request is created.
A new client request finds its lawyers
- When: as soon as a client request is created, from the portal or by a user.
- What it does: when nobody chose a lawyer, it assigns the client's own lawyers, or else the Default Lawyers of the legal settings. When nobody set a deadline, it sets one Default Deadline days ahead.
- How to stop it: leave Default Lawyers empty and set Default Deadline to 0.
Each assigned lawyer gets a to-do
- When: right after the request is created.
- What it does: it puts a "Register / Reject Legal Request" to-do in the planner of every assigned lawyer who has a user, due Review Within days later.
- How to stop it: untick Register / Reject Client Request Activity in the legal settings.
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