LexisNexis Total Practice Advantage 9.0 - Litigation Solutions

Appendix A—Putting It All Together
The following scenario outlines the way you might use LexisNexis Total Practice Advantage to
perform the steps in the initial phase of representing a new client.
The navigators and navigator related features discussed in this section may vary from those in your
installation of LexisNexis Total Practice Advantage. Your navigators will include features that are
relevant to the jurisdictions and practice areas included in your subscription.
1. A prospective client contacts you with a personal injury case against a supermarket, where the
client slipped and fell on a wet floor. You quickly create a new Contact record, applying the code
for “Potential Client.” In the Memo area, you enter some initial notes about the incident.
Use the New Contact
Intake Wizard to add
a new Contact
record. Complete as
many fields as
possible.
On the last screen of
the wizard, select
Yes to view the full
Contact record form.
On the Contact
form, fill in any
additional fields,
including notes in
the Memo area.
2. Pulling up your calendar, you scan the upcoming week for an available time to schedule an
initial meeting with the client. You decide to plan the meeting for the next Thursday afternoon.
Appendix A—
Putting It All
Appendix A—
Putting It All
Appendix A—
Putting It All
Appendix A—
Putting It All
Appendix A—
Putting It All
Putting it All Together 71