AO
System

Operations Settings

Configure how the Legal Operations Portal behaves for your firm — from matter numbering to reminders and access.

Portal Preferences
Default landing page
Default matter view
Default calendar view
Show urgent work first
Show client follow-ups on dashboard
Show court events on dashboard
Matter Settings
Matter numbering format
Default matter stages
Practice area labels
Default priority levels
Auto-suggest closure when all deadlines cleared
Court & Deadline Settings
Court calendar region
Deadline reminder intervals
Limitation warning threshold
Filing reminder rules · escalate to partner at 4h
Hearing prep reminders (5d, 3d, 1d)
Document Settings
Document categories
Version naming format
Require approval before filing
Require approval before client sharing
Watermark restricted documents
Task Workflow Settings
Default task stages
Task priority labels
Auto-escalation after (days)
Paralegal queue: auto-assign by capacity
Handover: require full checklist
Client Update Settings
Require approval before client portal update
Hide internal notes from clients
Show client-safe language reminder in editor
Default update frequency
Notification Settings
Court alerts
Filing alerts
Task alerts
Document review alerts
Client follow-up alerts
Evidence verification alerts
Security & Access
Who can edit matters
Who can approve filings
Who can approve client updates
Who can view restricted documents
Who can close matters
Export Settings
PDF reports enabled
CSV exports enabled
Include firm branding
Include confidentiality footer
Include lawyer signature block
Danger Zone
Actions here are permanent and audited. Managing Partner sign-off required.
Archive all completed matters
Reset portal preferences
Export all operations data
Disable operations portal access
Operations Settings · Operational Overview

Volume, pipeline position and where work is stalling right now.

Open items
48
Due this week
6
Completed (30d)
84
Breached SLA
0
Operations Settings pipeline
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Operations Settings · Working Register
Operations Settings register
SettingScopeValueOwnerChangedApprovalStatus
M-2041Meridian Holdings PLCJ. Hollis KC1 Jul1 AugHighIn progress
M-2039R. v. KingstonP. Adeyemi4 Jul6 AugCriticalAt risk
M-2035Nordic Shipping ASJ. Hollis KC7 Jul11 AugHighAwaiting review
M-2029Lagos Bay EstatesM. Chen10 Jul16 AugLowComplete
M-2024Vertex Biotech LtdS. Ravel13 Jul21 AugMediumOpen
M-2018Ashborn Family TrustL. Ibarra16 Jul26 AugLowIn progress
M-2011Halcyon PartnersA. Okafor19 Jul3 AugLowAt risk
M-2007Kestrel InsuranceP. Adeyemi22 Jul8 AugHighAwaiting review
M-1998Blake Industrial GmbHT. Morgan25 Jul13 AugMediumComplete
Operations Settings · Board & Throughput
Operations Settings board
Proposed1
Workflow · Investigation stepCritical
M-2024
S. Ravel17h
In review1
SLA · Investigation stepHigh
M-2024
S. Ravel17h
Approved1
Access · Investigation stepMed
M-2024
S. Ravel17h
Scheduled1
Notifications · Investigation stepLow
M-2024
S. Ravel17h
Live1
Integrations · Investigation stepCritical
M-2024
S. Ravel17h
Operations Settings volume by category (8 weeks)
59
W22
58
W23
57
W24
56
W25
55
W26
54
W27
53
W28
52
W29
WorkflowSLAAccessNotificationsIntegrations
Operations Settings · Risk & Activity
Operations Settings — operational risks
  1. 1Unapproved change18 days
    SLA thresholds
    Owner E. ColeEscalate to partner
  2. 2No rollback plan2 days
    Escalation matrix
    Owner R. FenwickReassign owner
  3. 3Stale configuration6 days
    Court list feed 2024
    Owner T. MorganAdd support resource
Operations Settings activity
  1. 9:06·E. ColeM-2041
    Draft — sla update recorded
    Operations Settings · audit AUD-88336
  2. 10:17·T. MorganM-2039
    Reviewed — access update recorded
    Operations Settings · audit AUD-88349
  3. 11:28·A. OkaforM-2035
    Approved — notifications update recorded
    Operations Settings · audit AUD-88362
  4. 12:39·P. AdeyemiM-2029
    Scheduled — integrations update recorded
    Operations Settings · audit AUD-88375
  5. 13:40·M. ChenM-2024
    Live — workflow update recorded
    Operations Settings · audit AUD-88388
  6. 14:51·E. ColeM-2018
    Superseded — sla update recorded
    Operations Settings · audit AUD-88401