Workgroup

A workgroup determines the behaviour and semantics of matters in ContactsLaw.

Workgroups are used to categorise matters based on their area of law (e.g. Litigation), or a specific service offered by a business (e.g. Demand Letters). They are hierarchical, allowing child workgroups to inherit semantics from their parent workgroup, while also defining their own characteristics.

A workgroup is required to create a matter; therefore, every subscription will include at least one workgroup.

Properties

Workgroups have the following properties:

• Name
• Allowed matter types - Used to restrict the creation of certain types of matters.
• Whether to manually commence matters; i.e. do not transition to the Commenced state automatically.
• Content specification for matter descriptions
• Definitions for:
  • Members
  • Parties
  • Judicial officers
  • Custom fields
  • Checklist items

Owned Items

The following items can only be created at the workgroup level:

• Products
• Quote templates

The following items can be created at the workgroup level, as well as other levels:

• Documents (precedents)
• Document types
• Policies
• Processes

Security

A subset of the available permissions can be set for each workgroup. If not set, the workgroup inherits its permissions from the business.

Deletion

A workgroup that was created accidentally can be deleted at any time. A workgroup cannot be deleted once any substantial work has been performed within it.