Set deadlines and automatic activities

Consultations follow two dates: the deadline promised to the client, and the internal steps on the way there. Jaah turns both into reminders, so nothing waits unseen.

Before you start

• The Configuration menu of the app is shown to the Manager: All Documents level, and saving settings needs the administration rights.
• The reminders go to lawyers who sign in: a lawyer linked to a user.

Steps

1. Open Consulting/Configuration/Settings. The Consulting settings open on the Automation block.
2. Tick Approve / Reject Consulting Activity to give each lawyer of a new consultation an activity Approve / Reject Consulting, due after the days in Approve Within (counted from the creation).
3. Tick Drafting Consulting Activity to give each lawyer an activity Drafting the Consultation when the consultation is approved, due after the days in Draft Within.

4. Click Save.

What happens on its own

• The activities close themselves: approving or rejecting closes the review activity, marking done closes the drafting one, and changing the lawyers moves the open activities to the new lawyers.
• Every day, an approved consultation whose Deadline has passed becomes Late. Moving the deadline to a later date returns it to Approved; setting a past date on an approved one makes it late at once.

FAQ

A lawyer gets no activity.

The lawyer has no user: link the lawyer to a user in the lawyers directory, or the activity has nobody to go to.