{"id":12927,"date":"2024-11-20T14:51:11","date_gmt":"2024-11-20T14:51:11","guid":{"rendered":"https:\/\/lexdigo.com\/case-management-manual\/"},"modified":"2026-04-16T07:47:52","modified_gmt":"2026-04-16T07:47:52","slug":"case-management-manual","status":"publish","type":"page","link":"https:\/\/lexdigo.com\/en\/case-management-manual\/","title":{"rendered":"Case Management Manual"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"12927\" class=\"elementor elementor-12927 elementor-9444\" data-elementor-post-type=\"page\">\n\t\t\t\t<div class=\"elementor-element elementor-element-9a2f3c5 e-flex e-con-boxed e-con e-parent\" data-id=\"9a2f3c5\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-8dea1d8 e-con-full e-flex e-con e-child\" data-id=\"8dea1d8\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-a7c57d1 elementor-widget elementor-widget-spacer\" data-id=\"a7c57d1\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d6016b0 elementor-widget elementor-widget-text-editor\" data-id=\"d6016b0\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Introduction to Case Files<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-b9eef16 elementor-widget elementor-widget-heading\" data-id=\"b9eef16\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Case Management Manual<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5e70c7d elementor-widget elementor-widget-spacer\" data-id=\"5e70c7d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-a9499e5 e-flex e-con-boxed e-con e-parent\" data-id=\"a9499e5\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-a39c6b6 elementor-widget elementor-widget-spacer\" data-id=\"a39c6b6\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-dc2d0a0 e-con-full e-flex e-con e-parent\" data-id=\"dc2d0a0\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-f57e824 e-con-full e-flex e-con e-child\" data-id=\"f57e824\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-f500d84 elementor-widget elementor-widget-image\" data-id=\"f500d84\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"514\" src=\"https:\/\/lexdigo.com\/wp-content\/uploads\/2024\/11\/Captura-de-pantalla-2024-11-04-101237-1024x514.png\" class=\"attachment-large size-large wp-image-12726\" alt=\"Lexdigo Case Dashboard\" srcset=\"https:\/\/lexdigo.com\/wp-content\/uploads\/2024\/11\/Captura-de-pantalla-2024-11-04-101237-1024x514.png 1024w, https:\/\/lexdigo.com\/wp-content\/uploads\/2024\/11\/Captura-de-pantalla-2024-11-04-101237-300x151.png 300w, https:\/\/lexdigo.com\/wp-content\/uploads\/2024\/11\/Captura-de-pantalla-2024-11-04-101237-768x386.png 768w, https:\/\/lexdigo.com\/wp-content\/uploads\/2024\/11\/Captura-de-pantalla-2024-11-04-101237-1536x771.png 1536w, https:\/\/lexdigo.com\/wp-content\/uploads\/2024\/11\/Captura-de-pantalla-2024-11-04-101237-2048x1028.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-bfa3a9b e-con-full e-flex e-con e-child\" data-id=\"bfa3a9b\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-f8c3f02 elementor-widget elementor-widget-text-editor\" data-id=\"f8c3f02\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h3>Verifying Statistics in LexDigo<\/h3><p>When you enter our platform, you will be able to review the different groups of statistics on the cases managed in your instance. This feature will allow you to maintain detailed control of all cases, making it easier to make informed decisions and improving management efficiency. <\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-8d4cb8f e-con-full e-flex e-con e-parent\" data-id=\"8d4cb8f\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-3834fac elementor-widget elementor-widget-text-editor\" data-id=\"3834fac\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h3>Case File Management Functionality<\/h3>\nIn  <a href=\"\/\" original=\"PHN0cm9uZz4=\"><\/a>LexDigo<\/strong><\/a>, we have developed a case file management feature with the aim of optimizing organization. This tool, detailed in the <strong>Case Management Manual<\/strong>, is designed to help you keep all documents, deadlines, and case details perfectly organized. In this way, we simplify day-to-day work and reduce the risk of errors, improving your firm\u2019s overall efficiency.  \n<h3>Tool Setup and Use<\/h3>\nBelow, we explain how to set up and use this tool so you can maximize its potential. With these steps, you will be able to manage your case files effectively, ensuring a more organized workflow and proper follow-up for each case. The <strong>Case Management Manual<\/strong> will guide you through all available options to tailor the tool to your firm\u2019s specific needs.  \t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-43cb188 e-flex e-con-boxed e-con e-parent\" data-id=\"43cb188\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-791ab49 elementor-widget elementor-widget-spacer\" data-id=\"791ab49\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-f8a3b3a e-flex e-con-boxed e-con e-parent\" data-id=\"f8a3b3a\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-24ca7d0 elementor-widget elementor-widget-n-accordion\" data-id=\"24ca7d0\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;default_state&quot;:&quot;expanded&quot;,&quot;max_items_expended&quot;:&quot;one&quot;,&quot;n_accordion_animation_duration&quot;:{&quot;unit&quot;:&quot;ms&quot;,&quot;size&quot;:400,&quot;sizes&quot;:[]}}\" data-widget_type=\"nested-accordion.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"e-n-accordion\" aria-label=\"Accordion. Open links with Enter or Space, close with Escape, and navigate with Arrow Keys\">\n\t\t\t\t\t\t<details id=\"e-n-accordion-item-3850\" class=\"e-n-accordion-item\" open>\n\t\t\t\t<summary class=\"e-n-accordion-item-title\" data-accordion-index=\"1\" tabindex=\"0\" aria-expanded=\"true\" aria-controls=\"e-n-accordion-item-3850\" >\n\t\t\t\t\t<span class='e-n-accordion-item-title-header'><div class=\"e-n-accordion-item-title-text\"> 1. Case File Organization <\/div><\/span>\n\t\t\t\t\t\t\t<span class='e-n-accordion-item-title-icon'>\n\t\t\t<span class='e-opened' ><svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-minus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h384c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span>\n\t\t\t<span class='e-closed'><svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-plus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H272V64c0-17.67-14.33-32-32-32h-32c-17.67 0-32 14.33-32 32v144H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h144v144c0 17.67 14.33 32 32 32h32c17.67 0 32-14.33 32-32V304h144c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t<div role=\"region\" aria-labelledby=\"e-n-accordion-item-3850\" class=\"elementor-element elementor-element-cefb077 e-con-full e-flex e-con e-child\" data-id=\"cefb077\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-ebd1bef elementor-widget elementor-widget-text-editor\" data-id=\"ebd1bef\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>We will go to the \u201cFirm\u201d section.<\/p><p>Upon entering, we will be able to view the case files available in our instance.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8df11b3 elementor-widget elementor-widget-image\" data-id=\"8df11b3\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"1024\" height=\"489\" src=\"https:\/\/lexdigo.com\/wp-content\/uploads\/2024\/11\/Captura-de-pantalla-2024-04-30-134825-1024x489.png\" class=\"attachment-large size-large wp-image-12727\" alt=\"Case Management Manual, Case Management\" srcset=\"https:\/\/lexdigo.com\/wp-content\/uploads\/2024\/11\/Captura-de-pantalla-2024-04-30-134825-1024x489.png 1024w, https:\/\/lexdigo.com\/wp-content\/uploads\/2024\/11\/Captura-de-pantalla-2024-04-30-134825-300x143.png 300w, https:\/\/lexdigo.com\/wp-content\/uploads\/2024\/11\/Captura-de-pantalla-2024-04-30-134825-768x367.png 768w, https:\/\/lexdigo.com\/wp-content\/uploads\/2024\/11\/Captura-de-pantalla-2024-04-30-134825-1536x734.png 1536w, https:\/\/lexdigo.com\/wp-content\/uploads\/2024\/11\/Captura-de-pantalla-2024-04-30-134825.png 1897w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-aaabd93 elementor-widget elementor-widget-text-editor\" data-id=\"aaabd93\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>By clicking \u201cEnter\u201d on a case file, we will access the \u201cDetails\u201d tab, where we can see various options such as case file information, process details, and activity. If we wish to edit any data related to the case file, we can do so using the \u201cEdit case file details\u201d button. <\/p><p><strong>You will also find the following tabs:<\/strong><\/p><ul><li><strong>Files: <\/strong>where all documents related to the case are uploaded.<\/li><li><strong>Document signing: <\/strong>where documents requiring a signature are uploaded, whether from the lawyer, the client, or both parties.<\/li><li><strong>Communication: <\/strong>where all emails sent from the platform will be displayed, along with a chat to interact with the client.<\/li><li><strong>Billing: <\/strong>where all estimates and invoices corresponding to that case will appear.<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t\t<details id=\"e-n-accordion-item-3851\" class=\"e-n-accordion-item\" >\n\t\t\t\t<summary class=\"e-n-accordion-item-title\" data-accordion-index=\"2\" tabindex=\"-1\" aria-expanded=\"false\" aria-controls=\"e-n-accordion-item-3851\" >\n\t\t\t\t\t<span class='e-n-accordion-item-title-header'><div class=\"e-n-accordion-item-title-text\"> 2. Easy Collaboration <\/div><\/span>\n\t\t\t\t\t\t\t<span class='e-n-accordion-item-title-icon'>\n\t\t\t<span class='e-opened' ><svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-minus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h384c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span>\n\t\t\t<span class='e-closed'><svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-plus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H272V64c0-17.67-14.33-32-32-32h-32c-17.67 0-32 14.33-32 32v144H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h144v144c0 17.67 14.33 32 32 32h32c17.67 0 32-14.33 32-32V304h144c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t<div role=\"region\" aria-labelledby=\"e-n-accordion-item-3851\" class=\"elementor-element elementor-element-287f6c1 e-con-full e-flex e-con e-child\" data-id=\"287f6c1\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-2713690 elementor-widget elementor-widget-text-editor\" data-id=\"2713690\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Once the case files have been created, we will be able to actively collaborate with colleagues on preparing the case.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-a23cba4 elementor-widget elementor-widget-image\" data-id=\"a23cba4\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"1024\" height=\"476\" src=\"https:\/\/lexdigo.com\/wp-content\/uploads\/2024\/11\/Captura-de-pantalla-2024-11-20-161103-1024x476.png\" class=\"attachment-large size-large wp-image-12928\" alt=\"Case Management Manual\" srcset=\"https:\/\/lexdigo.com\/wp-content\/uploads\/2024\/11\/Captura-de-pantalla-2024-11-20-161103-1024x476.png 1024w, https:\/\/lexdigo.com\/wp-content\/uploads\/2024\/11\/Captura-de-pantalla-2024-11-20-161103-300x139.png 300w, https:\/\/lexdigo.com\/wp-content\/uploads\/2024\/11\/Captura-de-pantalla-2024-11-20-161103-768x357.png 768w, https:\/\/lexdigo.com\/wp-content\/uploads\/2024\/11\/Captura-de-pantalla-2024-11-20-161103.png 1080w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-118292f elementor-widget elementor-widget-text-editor\" data-id=\"118292f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>In \u201cActivities\u201d within a case file, we can see the different edits made and which user carried them out, facilitating active and smooth collaboration among lawyers, court agents, and collaborators.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t\t<details id=\"e-n-accordion-item-3852\" class=\"e-n-accordion-item\" >\n\t\t\t\t<summary class=\"e-n-accordion-item-title\" data-accordion-index=\"3\" tabindex=\"-1\" aria-expanded=\"false\" aria-controls=\"e-n-accordion-item-3852\" >\n\t\t\t\t\t<span class='e-n-accordion-item-title-header'><div class=\"e-n-accordion-item-title-text\"> 3. Task Automation <\/div><\/span>\n\t\t\t\t\t\t\t<span class='e-n-accordion-item-title-icon'>\n\t\t\t<span class='e-opened' ><svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-minus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h384c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span>\n\t\t\t<span class='e-closed'><svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-plus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H272V64c0-17.67-14.33-32-32-32h-32c-17.67 0-32 14.33-32 32v144H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h144v144c0 17.67 14.33 32 32 32h32c17.67 0 32-14.33 32-32V304h144c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t<div role=\"region\" aria-labelledby=\"e-n-accordion-item-3852\" class=\"elementor-element elementor-element-024fe78 e-con-full e-flex e-con e-child\" data-id=\"024fe78\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-f8cc838 elementor-widget elementor-widget-text-editor\" data-id=\"f8cc838\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Access to Time Management  <\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-65a3501 elementor-widget elementor-widget-image\" data-id=\"65a3501\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"450\" src=\"https:\/\/lexdigo.com\/wp-content\/uploads\/2024\/11\/Captura-de-pantalla-2024-07-22-180803-1024x450.png\" class=\"attachment-large size-large wp-image-12743\" alt=\"Case Management Manual\" srcset=\"https:\/\/lexdigo.com\/wp-content\/uploads\/2024\/11\/Captura-de-pantalla-2024-07-22-180803-1024x450.png 1024w, https:\/\/lexdigo.com\/wp-content\/uploads\/2024\/11\/Captura-de-pantalla-2024-07-22-180803-300x132.png 300w, https:\/\/lexdigo.com\/wp-content\/uploads\/2024\/11\/Captura-de-pantalla-2024-07-22-180803-768x338.png 768w, https:\/\/lexdigo.com\/wp-content\/uploads\/2024\/11\/Captura-de-pantalla-2024-07-22-180803-1536x675.png 1536w, https:\/\/lexdigo.com\/wp-content\/uploads\/2024\/11\/Captura-de-pantalla-2024-07-22-180803.png 1916w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5bfd1bb elementor-widget elementor-widget-text-editor\" data-id=\"5bfd1bb\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Creation of tasks that may or may not be associated with a case file or client.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-b371a43 elementor-widget elementor-widget-image\" data-id=\"b371a43\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"776\" src=\"https:\/\/lexdigo.com\/wp-content\/uploads\/2024\/11\/Junio41-1024x776.png\" class=\"attachment-large size-large wp-image-12712\" alt=\"Case Management Manual\" srcset=\"https:\/\/lexdigo.com\/wp-content\/uploads\/2024\/11\/Junio41-1024x776.png 1024w, https:\/\/lexdigo.com\/wp-content\/uploads\/2024\/11\/Junio41-300x227.png 300w, https:\/\/lexdigo.com\/wp-content\/uploads\/2024\/11\/Junio41-768x582.png 768w, https:\/\/lexdigo.com\/wp-content\/uploads\/2024\/11\/Junio41.png 1140w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-fc126fe elementor-widget elementor-widget-text-editor\" data-id=\"fc126fe\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h3>Recurring Task Management<\/h3><p>In <strong>LexDigo<\/strong>, you can manage recurring tasks flexibly by setting their frequency at <strong>daily<\/strong>, <strong>weekly<\/strong>, <strong>monthly<\/strong>, or <strong>annual<\/strong> intervals. This capability will allow you to adapt them to your firm\u2019s needs and ensure they are always completed on time. For more details on how to configure and customize these tasks, consult the <strong>Case Management Manual<\/strong>.  <\/p><h3>Task Billing Options<\/h3><p>Tasks can be billed <strong>by the hour<\/strong> or <strong>per unit<\/strong>, depending on your preferences or your client\u2019s. In addition, if you prefer, you can choose not to bill it, giving you full control over the costs associated with each task. The <strong>Case Management Manual<\/strong> provides detailed information on how to manage task billing efficiently and in line with your needs.  <\/p><h3>Pausing and Resuming Tasks in the Case Management Manual<\/h3><p>One of the most notable advantages is the ability to <strong>pause the task<\/strong> at any time, both within it and outside it, and continue it later. This provides flexibility and makes it easier to manage tasks without interrupting workflow. This functionality is clearly explained in the <strong>Case Management Manual<\/strong>, so you can make the most of it.  <\/p><h3>Review and Control of Completed Tasks in the Case Management Manual<\/h3><p>When you access the task again, you will only need to click <strong>\u201cView details\u201d<\/strong> to review the recorded time and decide whether you want to bill it or take other actions. In this way, you will have full control over the management and billing of each task, as detailed in the <strong>Case Management Manual<\/strong>. <\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t\t<details id=\"e-n-accordion-item-3853\" class=\"e-n-accordion-item\" >\n\t\t\t\t<summary class=\"e-n-accordion-item-title\" data-accordion-index=\"4\" tabindex=\"-1\" aria-expanded=\"false\" aria-controls=\"e-n-accordion-item-3853\" >\n\t\t\t\t\t<span class='e-n-accordion-item-title-header'><div class=\"e-n-accordion-item-title-text\"> 4. Product Creation <\/div><\/span>\n\t\t\t\t\t\t\t<span class='e-n-accordion-item-title-icon'>\n\t\t\t<span class='e-opened' ><svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-minus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h384c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span>\n\t\t\t<span class='e-closed'><svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-plus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H272V64c0-17.67-14.33-32-32-32h-32c-17.67 0-32 14.33-32 32v144H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h144v144c0 17.67 14.33 32 32 32h32c17.67 0 32-14.33 32-32V304h144c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t<div role=\"region\" aria-labelledby=\"e-n-accordion-item-3853\" class=\"elementor-element elementor-element-b205884 e-con-full e-flex e-con e-child\" data-id=\"b205884\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-44d6ffd elementor-widget elementor-widget-text-editor\" data-id=\"44d6ffd\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Automation in the billing process, with fixed prices and a minimum quantity for billing, makes it easier to create invoices.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ef8dce9 elementor-widget elementor-widget-image\" data-id=\"ef8dce9\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"359\" src=\"https:\/\/lexdigo.com\/wp-content\/uploads\/2024\/11\/Captura-de-pantalla-2024-11-20-161855-1024x359.png\" class=\"attachment-large size-large wp-image-12929\" alt=\"Case Management Manual\" srcset=\"https:\/\/lexdigo.com\/wp-content\/uploads\/2024\/11\/Captura-de-pantalla-2024-11-20-161855-1024x359.png 1024w, https:\/\/lexdigo.com\/wp-content\/uploads\/2024\/11\/Captura-de-pantalla-2024-11-20-161855-300x105.png 300w, https:\/\/lexdigo.com\/wp-content\/uploads\/2024\/11\/Captura-de-pantalla-2024-11-20-161855-768x269.png 768w, https:\/\/lexdigo.com\/wp-content\/uploads\/2024\/11\/Captura-de-pantalla-2024-11-20-161855.png 1026w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t\t<details id=\"e-n-accordion-item-3854\" class=\"e-n-accordion-item\" >\n\t\t\t\t<summary class=\"e-n-accordion-item-title\" data-accordion-index=\"5\" tabindex=\"-1\" aria-expanded=\"false\" aria-controls=\"e-n-accordion-item-3854\" >\n\t\t\t\t\t<span class='e-n-accordion-item-title-header'><div class=\"e-n-accordion-item-title-text\"> 5. Remote Access <\/div><\/span>\n\t\t\t\t\t\t\t<span class='e-n-accordion-item-title-icon'>\n\t\t\t<span class='e-opened' ><svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-minus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h384c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span>\n\t\t\t<span class='e-closed'><svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-plus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H272V64c0-17.67-14.33-32-32-32h-32c-17.67 0-32 14.33-32 32v144H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h144v144c0 17.67 14.33 32 32 32h32c17.67 0 32-14.33 32-32V304h144c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t<div role=\"region\" aria-labelledby=\"e-n-accordion-item-3854\" class=\"elementor-element elementor-element-fb2fc20 e-con-full e-flex e-con e-child\" data-id=\"fb2fc20\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-4432740 elementor-widget elementor-widget-text-editor\" data-id=\"4432740\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h3>Remote Access to Your Case Files in LexDigo<\/h3><p>At <strong>LexDigo<\/strong>, we want you to be able to access your case files easily and securely from anywhere and on any device. Thanks to our platform, you will enjoy the flexibility to manage your cases efficiently, no matter where you are. <\/p><h3>Flexibility of Access from Different Devices<\/h3><p>Our platform allows remote access from your computer, tablet, or mobile phone. This means that, whether you need to consult a document or manage any aspect related to your cases, you will always be able to access your instance at any time and from any device. In addition, we have optimized the user experience for each type of device, ensuring smooth and efficient navigation.  <\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t\t<details id=\"e-n-accordion-item-3855\" class=\"e-n-accordion-item\" >\n\t\t\t\t<summary class=\"e-n-accordion-item-title\" data-accordion-index=\"6\" tabindex=\"-1\" aria-expanded=\"false\" aria-controls=\"e-n-accordion-item-3855\" >\n\t\t\t\t\t<span class='e-n-accordion-item-title-header'><div class=\"e-n-accordion-item-title-text\"> 6. Compliance with Security Standards <\/div><\/span>\n\t\t\t\t\t\t\t<span class='e-n-accordion-item-title-icon'>\n\t\t\t<span class='e-opened' ><svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-minus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h384c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span>\n\t\t\t<span class='e-closed'><svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-plus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H272V64c0-17.67-14.33-32-32-32h-32c-17.67 0-32 14.33-32 32v144H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h144v144c0 17.67 14.33 32 32 32h32c17.67 0 32-14.33 32-32V304h144c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t<div role=\"region\" aria-labelledby=\"e-n-accordion-item-3855\" class=\"elementor-element elementor-element-8fb02dd e-con-full e-flex e-con e-child\" data-id=\"8fb02dd\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-0862e77 elementor-widget elementor-widget-text-editor\" data-id=\"0862e77\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h3>Data Protection in LexDigo in the Case Management Manual<\/h3><p>Protect your data with the industry\u2019s best security practices. At <strong>LexDigo<\/strong>, we are committed to ensuring maximum security for our users\u2019 information by implementing the most advanced measures to protect your data. <\/p><h3>Compliance with Regulations and Advanced Security Measures<\/h3><p>At <strong>LexDigo<\/strong>, we comply with the most stringent security regulations and apply advanced measures to protect your information. For example, we use data encryption and perform regular automatic backups, giving you peace of mind that your data is always safe. <\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-1fe30d1 e-flex e-con-boxed e-con e-parent\" data-id=\"1fe30d1\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-0bc79bb elementor-widget elementor-widget-spacer\" data-id=\"0bc79bb\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Introduction to Case Files Case Management Manual Verifying Statistics in LexDigo When you enter our platform, you will be able to review &hellip; <\/p>\n<p><a href=\"https:\/\/lexdigo.com\/en\/case-management-manual\/\" class=\"read-more-btn btn btn-small\">Read More<span class=\"screen-reader-text\">Case Management Manual<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_header_footer","meta":{"_acf_changed":false,"content-type":"","footnotes":""},"wf_page_folders":[140],"class_list":["post-12927","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.5 - 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