In LEX247, "Card Types" have different User Interface (UI) colors that represent something specific; for example, a Case and a Client. However, it is primarily used to identify where you are in the application at any given time.
There are 9 Card Types, and they are as follows:
- Main Card
- Case Card
- Client Card
- Payer Card
- Entity Card
- Opponent Card
- User Card
- Reports
- Control Panel
1. Main Card
The user-interface colour will be light blue.
When you log into LEX247, you will always land on the Main Card. This serves as the application's main view, from which you can navigate or search for where you want to go next.
The Main Card will display a list of your Case Requests and Open Cases by default, as well as your Business Unit Cases if your law firm has this option enabled.
2. Case Card
The user-interface colour will be purple.
The Case Card is where you will spend the majority of your time working on your case or cases. Here you will find all case-related information, such as who is the client and who is the opponent, as well as all related documents and invoices.
3. Client Card
The user-interface colour will be green.
The Client Card contains information about the Client who is currently being viewed. You can see the client's contacts, a list of cases that are being requested, ongoing, denied, and closed, as well as all documents and invoices related to the client across all of their cases.
Clients can be of two Entity types: Person Client or Company Client. The differences are visible in the image on the top left, next to the name.
- Person Client
- Company Client
4. Payer Card
The user-interface colour will be dark green.
The Payer Card contains information about the Payer being viewed.
In LEX247, a Payer can be a pure Payer who pays for legal services on behalf of the Client. However, if the Payer is also a Client in the system, a "Payer is also a Client" button will be displayed as below; you can click on the button to access the Client Card.
Payers can be of two Entity types: Person Payer or Company Payer. The differences are visible in the image on the top left, next to the name.
- Person Payer
- Company Payer
5. Entity Card
The user-interface colour will be light brown.
The Entity Card contains information about the Entity who is currently being viewed.
Entity can be of two Entity types: Person Entity or Company Entity. The differences are visible in the image on the top left, next to the name.
- Person Entity
- Company Entity
6. Opponent Card
The user-interface colour will be dark orange/brown.
The Opponent Card contains information about the opponent who is currently being viewed.
Opponent can be of two Entity types: Person Opponent or Company Opponent. The differences are visible in the image on the top left, next to the name.
- Person Opponent
- Company Opponent
7. User Card
The user-interface colour will be dark blue.
The User Card contains information about the User who is currently being viewed. A User is a lawyer or a member of your firm's staff.
8. Reports
Reports will differ depending on whether you have the 'Reporting'-rights set up or if you are a Client Manager or a Case Manager.
For more information on what reports you have access to, click here.
9. Control Panel
You will only have access to this view if you are a User with an 'Administrator'-rights.
The Control Panel is where you can configure and manage all of your law firm's settings as well as all of your integrations.
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