1. Legal Module Release Date: June 27, 2005

2. Legal Module Introduction  Enhance existing functionality to streamline the Legal module  Legal Record  Legal Action  Legal Status  Outliner

3. Legal Record  One Legal Record per participant per case  Created from Create > Case Work > Legal > Legal Record  Used as the single access point to record Legal Actions and Legal Statuses  Displays all Legal Actions with associated Legal Statuses  Allows existing Legal Actions or Legal Statuses to be copied for the participant or other participants in the case  Displays Legal Documents associated with the participant

4. Legal Record

5. Legal Action  Create a new Legal Action by selecting the Create Legal Action button on the Legal Record page  Legal Action Copy page displays allowing an existing Legal Action to be copied by selecting the Copy link or a new Legal Action to be created by clicking the Create button  Edit an existing Legal Action by selecting the Edit link for the specific Legal Action on the Legal Record page  Multiple Court Numbers for a Legal Action can be documented  Additional Information can be recorded in the comments field  Action Requested By and Role fields will be removed

6. Legal Action Copy

7. Legal Action

8. Legal Status  Create a new Legal Status by selecting the Create Legal Status link for the appropriate Legal Action on the Legal Record page  Legal Status Copy page displays allowing an existing Legal Status to be copied by selecting the Copy link or a new Legal Status to be created by clicking the Create button  Edit an existing Legal Status by selecting the Edit link for the specific Legal Status on the Legal Record page

9. Legal Status Copy

10. Legal Status

11. Outliner  Legal Record icon displays for each participant that has a Legal Record  Legal Documentation icon continues to display as it does currently

12. Legal Module Summary  Legal Record  Legal Action  Legal Status  Outliner  Questions?