How to collaborate with team members on a matter?

Collaborating with Team Members on a Matter

Step-by-Step Instruction Article: Collaborating on a Matter Using AltFee's Platform

• Collaboration plays a vital role in optimizing scoping, pricing, and delivering services to clients.

• It enables team members to work together asynchronously and achieve the best outcomes.

• Navigate to the relevant matter page within AltFee's platform.

• Determine if there is a team member with more experience who can provide valuable insights.

• This individual will serve as the strategic touch point for optimizing the project.

• On the right-hand side of the page, locate the note section.

• If you are responsible for the initial client conversation, document important details here.

• Identify a team member who has significant experience in the matter type, for example shareholder agreements and corporations.

• Use the platform's functionality to add this member to the matter and tap into his expertise.

• Utilize the notes feature to share relevant background information with this team member.

• Include details from the initial chat and any other important considerations.

• Collaborate with team members internally as needed to ensure a comprehensive approach by taking advantage of the notes feature on the right-hand side of the page.

• Leverage the expertise available within the team to enhance the scoping and pricing process.

• Continuously refine the scoping and pricing of the services provided.

• Incorporate the inputs from team members to optimize the offering.

• Pay attention to the description of services section in the matter page.

• Edit, update, or modify the language used to accurately represent the services being provided.