Case stages
Organize the legal process into meaningful stages for your operation.
A case with a defined stage
A deal is more than a document.
Keep the agreement, buyer information and payment context together in a case your team can follow.
CASEL024DEMO
Extend your REX-OPS sales operation
Explore this capability for a specific team or job alongside the core property-sales process. Configuration follows your operation.
The work behind the workflow
The handover to legal should preserve the context.
A transaction can involve documents, approvals and work spread across several people. A status label alone does not explain what needs to happen next.
Case workflows give the team a shared place for the documents, tasks and progress associated with a property transaction.
From record to next responsibility
Know what the next handoff needs.
STEP 01
Open the case
Establish the transaction and the responsible team.
Select a step to follow the record.
DEMO-L024 · A204
- Case
- DEMO-L024
- Property
- A204 · Aster Gardens
- Buyer
- Sam Parker
Next to review: prepare the paperwork
Legal stages depend on the configured pipeline. Signing is a separate workflow.
Inside Legal operations
Open the case. See what needs review.
Explore the demonstration workspace. Use its controls to inspect the records and context behind the workflow.
Explore the workspace
REX-OPS Demo workspaceDemo dataDT
Legal case
The property, the documents and the people moving the agreement.
Document Vault
Reservation agreement.pdfAgreement · Version 2
ApprovedBuyer identity.pdfBuyer document · Version 1
PendingProperty information.pdfProperty record · Version 1
ApprovedPayment plan
Reservation€10,000Received
Contract instalment€79,000Pending
A document-workspace excerpt. Use “Pending only” to focus the review.
What to look for
The detail makes
the difference.
Explore the example above, then consider the records and responsibilities your team needs.
Document requirements
Keep the relevant paperwork and checklists close to the case.
Buyer identity · Pending
Tasks and responsibilities
Make ownership of the next operational action clear.
An explicit review responsibility
Connected transaction context
Work with the buyer, property and deal information surrounding the case.
Sam Parker ↔ A204 ↔ DEMO-L024
Take the workflow into a more detailed review.
Read the workflow guideConnected capabilities
Keep the work connected to the sale.
Follow this capability into the next part of your REX-OPS process.
Legal operations
Before you bring the team in
Talk to the teamREX-OPS · Legal operations
Make the next legal handoff clearer.
Bring a transaction process. Walk through the case, required documents and responsibilities with the team.
A personal demonstration of REX-OPS.
YOUR PRODUCT DEMO
- 01Map your case stages and requirements
- 02Review documents and responsibility
- 03Plan the handoff to signing and finance
See the product at work.
In your sales context.