Steps:

  1. Use your assigned credentials to access the TeakLaw system.
  2. On the dashboard, click on the “Case Management” module.
  3. Under Case Management, select “Client & Matters.”
  4. From the dropdown menu, click on “File Progress/Bring Ups.”
  5. A list of all existing file progress updates will be displayed. Click the “Add New Progress” button.
  6. Select “Add File Progress & B/Up.” This will open a form where you can enter the progress details.
  7. Fill out the form with the following details:
  • Date of Progress:
     Select the date the action was taken.
  • Client:
     Choose the client associated with the matter.
  • File:
     Select the specific file you are updating.
  • Action Description:
     Briefly describe what action was completed.
  • Time Taken:
     Enter the duration spent (in hours and minutes).
  • Next Action (Way Forward):
     Provide a brief description of the next step to be taken.
  • Next Bring Up Date:
     Choose the date you want to be reminded to follow up on the matter.
  • Reminder Period (Days):
     Specify how many days before the bring-up date the reminder should be triggered.
  • Send Reminder To:
     Select the individual(s) who should receive the reminder notification.

8. After filling in all the required fields, review the information and then click “Add Action” to complete the process.

 

Note: The same procedure applies when adding either a Progress Only or a Bring Up Only entry.