Engagements
Your legal matter's home base
Engagements
Engagements are the containers for your legal matters. They are the "home base" where all documents, communications, and workflows belong.
Inside an Engagement
An Engagement holds all context required to resolve a legal issue or complete a transaction:
Documents
All files, contracts, pleadings, and reference materials.
Routines
Live automated workflows driving the matter forward.
Collaborators
Team members and clients with controlled, role-based access.
Engagement Statuses
Engagements move through different statuses over their lifecycle:
- Active: A live, ongoing case or deal with active collaboration.
- On Hold: Temporarily paused but retaining all its data and context.
- Completed: The matter is resolved, but remains accessible for reference.
- Archived: A historical, view-only record stored for long-term retention.
Workspace Types
Your organization's Workspace Type determines which Block types are available across all Routines in your workspace. This is set at the organization level, not per-Engagement.
- Litigation: Manage cases, discovery, and legal proceedings.
- Research: Legal research and academic analysis.
- Corporate: Corporate legal matters and compliance.
- Government: Public sector and regulatory affairs.
- Healthcare: Healthcare law and medical compliance.
Your Workspace Type controls which Blocks appear in the Routine builder. For example, Litigation workspaces surface Discovery and Filing blocks, while Research workspaces include DataCollection and EthicsReview. Corporate is the most flexible option if your firm handles a mix of matter types.
Engagements vs. Routines
| Comparison | Engagement | Routine |
|---|---|---|
| Role | The container holding the matter and files. | The process running inside the matter. |
| Pops up as | Folders, People, History | A sequence of Steps (Blocks), Action Buttons |
| Duration | Long-term (months/years) | Short-term task completion (days/weeks) |
Managing Engagements
- Tagging & Codes: Categorize Engagements using tags and billing codes for easy retrieval.
- Access Limits: Invite external parties (like third-party counsel) to specific Engagements without exposing your wider dashboard.