Department Master Documentation

Departments Departments are used to manage practice area data throughout the system for organizing legal services and case categorization. These departments help standardize and classify different areas of legal practice systematically across the platform. One department can be set as the default which will be auto-selected during matter creation, streamlining the workflow for users.

Accessing Departments

1. Navigate to the Settings section by clicking the settings icon in the header bar on the left side.
2. Under the Users section, click on Departments

Navigating to Departments in Settings

Managing Existing Departments The Departments page displays all departments in a table with:

• Practice area name (English and Arabic) - The tick next to the department represents that it is the default department
• Status
• Edit action button

You can:

• Add new departments by clicking the Add Department button in the top right corner
• Search across all columns to find specific departments
• Edit a department by clicking the edit button in the action column

Existing Departments Grid View

Adding a New Department

1. On the Departments page, click the Add Department button in the top right corner
2. In the popup form, enter:
   • Department (English): Enter the department name in English
   • Department (Arabic): Enter the department name in Arabic
   • Status: Select "Active" (default) or "Inactive" from the dropdown
   • Set Default Department: Check this checkbox to make this department the default selection in the department dropdown during matter creation. The default department comes auto-selected in the department dropdown in matter creation.
3. Click Save to create the new department

Adding a new Department popup form