What are Proceedings?

A Proceeding is an out-of-the-box solution accelerator that allows you to track legal litigation or Proceedings. It is its own mini container within a matter that can be used for alternative dispute resolution, court Proceedings, mediations, and other purposes. In regulatory environments, these can also be used for purposes such as hearings, committees, or reviews.

Proceedings Solution Accelerator

The out-of-the-box ShareDo product ships with a variety of Proceeding work types, Proceeding-based key dates, and Proceeding-based parties, including judges, courts, and others. Even if the Proceeding types themselves do not match exactly, you should be able to use the top-level 'Proceeding respond' and 'Proceeding raise' as accelerators to your approach.

The out-of-the-box litigation work types also come with pre-configured matter portals that embed your Proceedings into your matter portal, providing a combined view similar to the one shown above. This allows you to view the details of your Proceeding, but with access to all of your matter information

Configuring new Proceeding Types

The out-of-the-box pack contains a number of predefined Proceeding work types; however, you are free to extend this set for different Proceedings types and jurisdictions. 

There are a number of steps required to configure a new Proceeding Type

1. Configure your Proceeding Work Type
2. Configure the key dates for your Proceeding Type
3. Configure the Litigation Feature for your Proceeding Type
4. Configure your Proceeding Type for a Matter Type
5. Configure the option sets related to Litigation

These are described in detail in the steps below.

Step 1: Configuring your new Proceeding Types

If you wish to configure more, navigate to the Work Type Modeller (Modeller > Work Types) and search for 'Proceedings'. Add in your new Proceeding work types as required using the create derived type option to ensure that you inherit the participants / key dates, etc from the pack.

Details on how to configure work types can be found in our Modeller Guide, Work types‍.

Step 2: Configuring your Key Dates

Typically, your Proceeding type will have a number of key dates associated with it; these are often described as the court timetable.

Just like any other work type, you can add key dates from the left-hand navigation.

For further information, please see Add a Key Date to a Work-type‍.

Whilst many of the key dates you require may already exist, you may need to create new key dates. For more information, please see Create a Key Date‍.

Using Proceedings on legal cases is enabled using the litigation feature of ShareDo. To access this, go to Modeller > Global Features > Litigation.

Step 3: Configure the Litigation Proceeding for your new Proceeding Type

Using Proceedings on legal cases is enabled using the litigation feature of ShareDo. To access this, go to Modeller> Global Features> Litigation.

Once the litigation feature is enabled in the system, you are able to start to enable the Proceedings you have configured for the Proceeding work types you have created or have inherited from the solution accelerator pack.

Setting up the litigation elements of your Proceeding

You can now begin to specialise your Proceedings and define the legal properties of the Proceeding, for example, the type of court, jurisdiction, etc.

1. Go to Modeller > Global Features > Litigation and click on the settings icon.
2. Select the litigation Proceeding types option.
   This section will allow you to select any of the Proceeding work types you have created and begin to define their litigation-based qualities, such as jurisdiction, court types, etc.
   
3. Select the Proceeding you wish to configure - make sure it is enabled, and then click on the small green arrow. This will open up the litigation configuration page for this work type.

4. Set the litigation type configuration and court restrictions.
   

Step 4: Configure your Proceeding Type for a Matter Type

Once your Proceeding is set up and you have defined the legal and court restrictions for it, you need to link it up to the work types on which you want it to appear. 

1.  From your litigation feature, select the litigation matter type option.
   
   This screen provides you with a list of the legal work types in the system. Click enabled next to any you would like Proceedings to be available on.
2. For each of the work types, click the little green arrow next to the work type. This will display the Proceeding/work type configuration screen. Use this to define the Proceeding types you want to be available for this work type.
   You can also use the phase option at the bottom to restrict the availability of Proceedings by phase. For example, you may want to restrict the availability to create a Proceeding on a matter to only be available at the litigation phase.
   

Step 5: Configure the Option Sets related to Litigation

When creating new Proceedings, several drop-down lists (option sets) are used to capture key Proceeding information. Please refer to the following table to understand and configure these.