A Matter Plan is an outline that defines the lifecycle of each case type worked by your law firm. It is comprised of several stages; each stage generates predefined tasks, notes, and documents that guide a user through all necessary steps required to satisfy that unique case type.
Litify comes with a series of out-of-the-box Matter Plans you can use on day one or simply reference as a guide when making your own.
Default Templates
- Social Security Disability
- Workers’ Compensation
- Automobile Accident
- Pre Litigation - General PI
- Litigation - General PI
