Understanding Keyword Groups in the Litigation Module
This article provides an in-depth explanation of the function and benefits of using Keyword Groups within the Litigation Module for efficient case organization and management.
Benefits of Keyword Groups
Organization: Keywords are grouped together to streamline case management, making it easier to categorize and retrieve relevant case information swiftly.
Customization: Users can customize or create their own keyword groups tailored to their specific needs or legal practice areas. This customization ensures that searches and case management efforts are efficient and aligned with organizational requirements.
How to Create Keyword Groups
Follow these steps to set up Keyword Groups effectively within the Litigation Module:
Access Settings: Navigate to the "Settings" menu to initiate the keyword group creation process.
Go to Keyword Group: Click on "Keyword Group" to enter the Keyword Group section where you can manage and create new groups.
Create Keyword Group Category:
Select "Create Keyword Group" to begin setting up your Keyword categories.
Enter Category Name: Provide a descriptive name for your Keyword category that reflects its purpose (e.g., "Case Type," "Party Side").
Add Keyword Group:
Within the category, add individual keywords.
Enter Include & Exclude Names: Input descriptive names for each Keyword Group (e.g., "Contract Law," "Litigation").
Add More Keyword Groups: If needed, click "Add Keyword Group" to include additional keyword groups within the category.
Save Changes: Once all keyword groups are configured, click "Save Changes" to finalize your setup.
Utilizing Keyword Groups in Practice
By setting up keyword groups, you can effectively organize and manage newly registered case data within the Litigation Module. Here’s how it works in practice:
Monitoring New Cases: Newly registered cases related to your company’s keyword group will be automatically categorized and displayed. This allows for quick identification and tracking of relevant legal matters.
Customization Options: Customize keyword groups according to specific criteria such as case type, party side (petitioner/respondent), state, city, court type, and more. This flexibility ensures that the system aligns with your unique operational needs.
Auto Move Feature
Overview of Auto Move
"Auto Move" is a powerful feature within the keyword group functionality of the Litigation Module. Here’s how it enhances efficiency:
Purpose: Automates the process of adding newly registered cases to your personalized "My Cases" section within the tool.
Activation: Users can enable "Auto Move" within a specific keyword group. This means that any new cases matching the defined criteria or keywords will automatically transfer to the user’s designated section without manual intervention.
Automation: Once activated, the tool continuously monitors for new cases that fit the specified keyword group criteria. Upon identification, it seamlessly moves them into your "My Cases" section, ensuring immediate access to relevant case details.
Benefits: Streamlines case management by eliminating manual entry tasks. Provides timely access to critical legal information as soon as it is registered or updated within the system.
Customization: Tailor keyword groups and "Auto Move" settings based on specific practice areas or preferences. This customization enhances user control and efficiency in managing case information.
Conclusion
In conclusion, Keyword Groups coupled with the "Auto Move" feature streamline case management within the Litigation Module. By categorizing and automating case handling based on predefined criteria, legal professionals can enhance workflow efficiency, ensure timely access to case details, and optimize strategic decision-making processes. This comprehensive approach supports effective litigation management tailored to organizational needs and operational excellence.