Department administration
Map the firm’s departments.
Give your practice structure.
Organise the firm’s departments within a dedicated administration area.
Practice structure
Agree each department’s responsibilities.
Team organisation
Review the structure as the practice grows.
What you can try
- Search the department register.
- Create or update a practice area.
- Review active and inactive departments.
- Open the staff or matters belonging to a department.
How the information fits together
Information used
Department name, description and active status.
Result
A structure for organising the firm's team and matters.
Sample departments do not create real access boundaries. Confirm actual permission behaviour in the live application.
Suggested practice workflow
Put departments into context.
Use these steps as a discussion starter for your firm’s own operating process. Configuration and availability should be confirmed during evaluation.
- 1
Map the firm’s departments.
- 2
Agree each department’s responsibilities.
- 3
Review the structure as the practice grows.
Make your demo count
Questions worth asking.
Go beyond the overview and confirm the details that matter to your practice.
Related modules
Users
Access user administration from the same workspace used to oversee the practice.
Explore moduleAttorney assignments
Use the dedicated attorney-assignment area to support clear responsibility within the practice.
Explore moduleSettings
Review firm details, configuration areas and sample preferences before planning your rollout.
Explore module