Operational management at LawAgent
From case intake to final approval, every decision has a place and an owner.
Strategy and documents move through their own tracks, with milestones, owners, configurable approval levels, and an auditable history. The legal ERP opens and closes the cycle.
Case, data, and source documents
Strategy, execution, review, and approval
Final document and operational history
Available today with Projuris and Legal One (Thomson Reuters)
Two coordinated tracks
Strategy is approved before it guides the document.
Each track has its own owners, comments, versions, and approval criteria. The handoff between them is an explicit milestone.
Strategy flow
- 1
Briefing
Case objective and context
- 2
Development
Theses, risks, and paths
- 3
Review
Team discussion and adjustments
- 4
Approval
Strategy released for execution
Document generation flow
- 1
Production
Draft based on the strategy
- 2
Review
Structure, sources, and adherence
- 3
Adjustments
Versions and comments addressed
- 4
Approval
Document ready to return
Configurable approval levels
Up to four levels of approval.
The firm configures how many levels each flow requires, who fills each role, and which criteria must be met to advance.
Milestones
Mandatory checkpoints between phases.
Owners
Owner, deadline, and status per activity.
Criteria
Objective conditions before advancing.
- 01
Task owner
Performs and submits the step.
- 02
Technical reviewer
Assesses content, sources, and adherence.
- 03
Area leadership
Validates strategy, risk, and priority.
- 04
Final approval
Authorizes completion and return to the legal ERP.
Audit trail
Every decision leaves a record.
The history brings together who did it, what changed, when it happened, and which milestone was released — by strategy, document, and version.
Strategy submitted
Owner: Case coordination
Technical review completed
2 comments logged
Milestone “Strategy approved”
Approved by area leadership
Document v3 approved
Final version sent to the legal ERP
Full document cycle
The legal ERP opens the work and receives the deliverable.
Legal ERP
Source of operational data and documents — via Projuris or Legal One
LawAgent
Strategy, tasks, production, review, and approval
Legal ERP
Final document and continuity of management — via Projuris or Legal One
The completed document returns along with the operational context needed to maintain case continuity.
See this flow applied to your firm's structure.
Configure approval levels, milestones, roles, and integrations according to your team's governance.