Skip Ribbon Commands
Skip to main content
The workgroups tab, accessible under The Practice (or the Company tab, for subsidiary companies), is where departments and workgroups are defined and managed within ContactsLaw. It also provides a mechanism to manage the reusable roles, date types and fields that can be shared between various features in the system.
 
The management features are broken down into the following views:
  • Workgroups - Provides a platform for managing the hierarchy of departments and workgroups, as well as their availability within subsidiary companies. For each workgroup, the policies, roles and fields for files can be configured.
  • Products - Manages the products associated with the workgroup.
  • Overheads - Reports sales and overheads for each department/workgroup in the practice.
  • Permissions - Sets the permissions for groups and members.
  • Problems - Reports on data integrity issues within the workgroup; e.g. files that do not comply with the workgroup's policies.
  • Roles - Lists all reusable roles in the system, displaying problematic roles (such as duplicates). Roles are grouped according to where they occur; universal, workgroup or file scope. Roles can be merged, reclassified or removed from the system.
  • Date types - Lists all reusable date types in the system, displaying problems and usage information.
  • Fields - Lists all reusable fields in the system, with the ability to change the properties of existing fields or add new fields.