User Guide

New Project

Creating a new project takes just a few steps.

1. Navigate to the Projects page and click the New Project button.
2. Enter a name and optional description for the project.
3. Select the responsible person who will oversee the project.
4. Add contacts by linking clients and assigning them roles.
5. Fill in any custom fields relevant to your workflow.
6. Click Save to create the project.

Assigning a Responsible Person

Each project should have a responsible person assigned to it. This is typically the team member who will oversee the project and be accountable for its progress. You can select any active user from your organization as the responsible person. This assignment also helps with filtering and reporting.

Adding Contacts

Contacts represent the clients and other parties involved in a project. When adding a contact, you first select a client from your client list, then assign them a role such as client, opposing party, or witness. You can add multiple contacts to a single project, each with a different role.

Custom Fields

Projects support custom fields that let you capture information specific to your workflow. These fields are configured by your administrator and can include text, dates, numbers, or selection lists. Custom fields appear on the project creation form and detail page alongside the standard fields.