Consultations automations

Consultations runs one daily job and gives lawyers their to-dos by itself. The options are explained in Set deadlines and automatic activities.

Overdue consultations become Late

• When: once a day.
• What it does: every Approved consultation whose Deadline has passed becomes Late.
• Back to Approved: moving the deadline to a later date returns it to Approved.
• How to stop it: it cannot be switched off; it only follows the deadlines you set.

A new consultation asks to be approved or rejected

• When: as soon as a consultation is created.
• What it does: each assigned lawyer who has a user gets an Approve / Reject Consulting to-do, due Approve Within days later. Approving or rejecting the consultation closes it.
• How to stop it: untick Approve / Reject Consulting Activity in the settings.

An approved consultation asks to be drafted

• When: as soon as a consultation is approved.
• What it does: each assigned lawyer who has a user gets a Drafting the Consultation to-do, due Draft Within days later.
• How to stop it: untick Drafting Consulting Activity in the settings.

Changing the lawyers moves their to-dos

When the lawyers of a consultation change, its open to-dos move to the new lawyers. This always happens and has no option.