Legal Services
Legal matters, documents, and client service tracking.
Legal Services
Legal matters, documents, and client service tracking.
#Overview
This guide covers legal services workflows in EGKits SaaS V10. Follow the sections below for setup, daily operations, and troubleshooting.
#Matter intake
Configure Matter intake according to your operational policies. Validate outputs with a pilot user group before enabling production approvals.
#Document management
Configure Document management according to your operational policies. Validate outputs with a pilot user group before enabling production approvals.
#Billing milestones
Configure Billing milestones according to your operational policies. Validate outputs with a pilot user group before enabling production approvals.
#Client portal
Configure Client portal according to your operational policies. Validate outputs with a pilot user group before enabling production approvals.
#Troubleshooting
| Issue | Resolution |
|---|---|
| Missing menu item | Verify module is enabled and role permissions are assigned |
| Validation error | Check required master data and fiscal period status |
| Integration failure | Review API credentials and endpoint version |
#Related guides
Browse All Guides or use Search to locate related topics.