This article provides a guide on how to upload, edit, and manage litigations in your workspace, as well as how to link a legal hold to a litigation.
The Litigation Overview Tab displays all litigations linked to your workspace. You can filter litigations by selecting a specific entity from the main dropdown menu.
From this page, you can view:
The total number of litigations in your workspace (or for the selected entity).
The number of open vs. closed litigations.
Additionally, you can:
Create new litigations.
Export the litigations list.
Filter litigations by case type, status, jurisdiction, last docket date, and collaborators.
How to Create a New Litigation
Step 1: Click on ‘Create Litigation,’ which will take you to the litigation creation page;
Step 2: Enter the following details;
Entity: Select the entity.
Assignee: Choose the user responsible for managing the litigation.
Collaborators: Add any additional users who will collaborate on this litigation.
Tag: Add tags to categorize and filter litigation based on key details.
Step 3: Enter the Litigation Details;
Add Custom Fields to your Litigation
Step 1: Select “Add Custom Fields”;
Step 2: Select “Add Field”;
Step 3: Choose the field you wish to add from the available options;
Step 4: Add all wanted fields to complete your form
Step 5: Once completed, save the form.
To edit or hide a field, click the three dots on the right. If "Allow Hard Delete" is enabled, you can also delete the field by clicking those three dots.
The eye icon in the upper right corner lets you preview the form from the perspective of the person answering it.
Step 6: Click the "Edit Values" pencil button to fill out the form.
Click the "Edit Custom Forms" range button to edit existing fields or add new ones.
Add a New Legal Hold or Link it to an Existing One
Step 1: Choose one of the two options: Request from custodians or Input Manually;
Step 2: Name the hold: Enter the following details;
Step 3: Custodians & Data: Enter the following details;
Step 4: Review: Create the new Legal Hold;
The new legal hold will be displayed at the bottom of the page:
Add Tasks and Task Workflow
Organize tasks linked to a specific litigation by creating subtasks:
Subtasks: Divide responsibilities among team members. Provide a title, set a due date, and assign an owner.
Task Workflows: For recurring workflows, create templates that can be used for specific contract types.
Document Organization
In the Documents tab, you can upload and manage files related to the litigation. Right-click on the document or folder to create upload/download documents, delete, and give access to certain users.
Request Document Approval & Send For e-Signature
Request document approval from any Traact user before finalizing the contract. Once approved, send it for e-signature to complete the process.
Communication via the Activity Tab
The Activity tab serves as a central hub for internal communication between Traact users across all modules. When a message is posted in the Activity tab, an email notification from "Traact Notification" is automatically sent to all assignees and collaborators tagged in the relevant artifact, task, or matter.
To respond, you can simply reply to the email notification, and your response will be recorded directly in the Activity tab within Traact. Alternatively, you have the option to reply directly within the Activity tab if preferred.
