Legal Screen

  

 

 Description 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 The Legal Screen allows staff to view and manage all legal cases related to customers and contracts. It provides a searchable and filterable list of legal records.The legal cases are contracts that require the necessary legal actions. Those contract details are listed in this screen. 

 

 

 

 

 Search Function 

 Search Bar 

 

 

 

 

 

 

 

 

 

 

 

 Search by legal 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 Allows users to search by: 

 

 

 Contract number 

 

 

 

 Filter Options 

 Legal cases can be filtered by the following statuses: 

 

 

 Pending – When the collection team adds a contract that requires legal action in the Special Cases screen, it is initially listed with the Pending status. 

 

 

 Approved – After the legal team approves the special case, it is listed under the Approved status. 

 

 

 Closed – After the legal team dismisses or closes the special case, it is listed under the Closed status. 

 

 

 

 

 

 

 

 How to Use 

 View a Case 

 

 

 Open the Legal tab 

 

 

 Browse or search cases 

 

 

 Tap a case to view details 

 

 

 

 Legal Details Screen 

 

 The Legal Details Screen shows detailed information about a selected legal case and allows staff to take actions. 

 

 Legal Details Section 

 Displays key information about the legal screen. 

 

 Actions 

 

 

 

 

 

 

 

 

 Before taking legal action, the legal team must confirm the contract that requires legal action. For that need to submit this legal action form. 

 

 If the legal status is Approved by Legal, the status  will be changed to Approved 

 If the legal status is Dismissed by Legal, the status  will be changed to Close 

 

 

 How to Use 

 View Details 

 

 

 Select a case from the list 

 

 

 Review all details