Dockets

Dockets in your firm's workflow

Build documents from templates and keep drafts and client questionnaires tied to matters. LegalsOne configures the platform around a firm's processes during onboarding. The exact setup should be reviewed with your team before launch.

What this module covers

• Document templates
• Draft generation and packet assembly
• Client questionnaire collection

How these pieces are introduced depends on the work your firm wants to bring into one system. Review your current process and decide who needs to see, enter, approve, and report on each step.

See it with your own example

Start with a matter and generate a routine document. Review where answers come from, how a draft is checked, and where the final version lives.

Bring the people who use this process into the demonstration. Ask what is available in the proposed build, what needs configuration, and what the team will be responsible for maintaining.

Explore related modules

• Prospects
• Nexus
• Academy