Within each matter is a ‘Progress’ page dedicated to constructing a workflow for the particular case. When opening a new matter, if you choose to designate a particular case type for it, the system will load in your default tasks, milestones and even government forms. It is convenient and provides a quick start to any matter, but you can still edit and customize for the particular case.
Progress on a case is measured as a % completion of milestones. This value is visible on the Summary page of the matter (in the ‘Progress’ block) as well as in the Progress page of the Matter. When setting up a Matter, you may create any number of tasks and assign them to team members. Setting a due date is recommended, but not required.
What is a ‘Task’?
A Task is an activity that contributes towards a work item and could also be called a ‘To-Do’. An example would be “Print color copies of client identification for file”, really it could be anything.
What is a ‘Milestone’?
A ‘Milestone’ looks very similar to a Task record and appears in the same area under Progress. A ‘Milestone’ is typically is a significant event or point in time that has meaning to the stage of the case. An example would be “Receive Receipt Notice from USCIS”. Lolly calculates % progress of a case based on Milestones. While there may be many to-dos created and assigned out to team members that are important to get done in the course of working on the case, and it is good for staff to stay organized, for most attorneys what matters are milestones such as filing dates, receipt notices and hearings.
To turn a Task into a Milestone (and visa versa), mark the checkbox ‘Is Milestone’ when editing the Task.