Case structure
Case types can define sections, phases, field placement, required information, and working order.
Customization
Shape case sections, fields, workflows, permissions, and views around the firm.
What it does
A practical part of the firm’s workflow.
Customization lets authorized administrators shape PlaintiffDesk around the firm’s case types, terminology, responsibilities, and repeatable work. The firm can configure fields, sections, phases, folders, templates, and task workflows without forcing every practice area into one layout.
Firm-specific information
A broad field catalog supports choices, dates, amounts, contacts, files, instructions, repeating values, and conditional display.
Repeatable workflows
Folder structures, message templates, and task workflows can support consistent handoffs and follow-up.
How it works
What the team can expect.
Model the current process
Document the case types, terminology, responsibilities, information, and decision points the firm actually uses.
Configure a representative workspace
Build the fields, sections, phases, folders, and workflows for an example matter.
Test before expanding
Have administrators and staff complete representative work, then refine the configuration before broader use.
Your firm should not have to fit the software.
Shape fields, sections, workflows, and views around the way your team practices.