Working with follow-ups

 

The follow-ups are a very practical tool to organize your work and the work of your office. You can create follow-ups for documents, emails, memos and phone reports. To define a follow-up, click on the “edit follow-up” command.

 

You can find this command on the list of documents of the case, and on the general list of documents. In the case of memos and phone reports, you can define the follow-up when you create them. The follow-ups work as an internal communication tool. When you assign a follow-up to someone else from your office, you are asking this person to do something specific with a document, an email, a memo or a phone report.

 

You can define as many follow-ups as you want for each document, and assign them to the same person or to different ones. The follow-ups will appear in the main screen of Kleos. From this screen, you can create new follow-ups to someone else. For instance, if you receive a follow-up to review a document, you may define a new follow-up to someone else asking him to review the document for you.

 

To remove a follow-up, you have to close it. When you close a follow-up, Kleos will offer you the option to create tasks, appointments and activities related to the follow-up. For instance: Lawyer A defines a follow-up for Lawyer B asking him to review a document. The follow-up is just a reminder.

 

Now, Lawyer B has a reminder in his tray-in asking him to review the document. Lawyer-B closes the follow-up and defines for himself the task of reviewing the document. The task will appear in his inventory of tasks. Follow-ups are a very practical way to transfer information between the employees of the office.

2016-06-20 (0)