Case Assignment and Progression for Solicitor Practices
Legal Vault gives supervising staff a clearer way to see which enquiries are waiting, which are ready to assign, who owns them and what stage they have reached.
Make ownership visible
Once a record is ready for allocation, an authorised user can assign it to a solicitor or staff member and progress it through the practice workflow.
Ready to assignSurface work that is prepared for allocation.
AssignedRecord who is responsible for the next step.
EngagedKeep legal engagement separate from payment status.
Active and closedTrack operational progression through the matter lifecycle.
Supervising solicitor view
The workflow can highlight unassigned work, payment exceptions and cases needing attention. Weekly caseload synopses are part of the next operational layer, designed to summarise assigned work until closure.
See assignment and progression
Explore how Legal Vault makes the next operational decision visible once a case is selected.