Organization Phases


Purpose: To collect custom many-to-one data about an Organization.


Cost: Included in LegalServer.


This is very much like the Services (Phases) tool on cases, but instead of being tied to cases, it is tied to Organizations. Additionally, there is no static version of this, it is only available as a dynamic feature. This requires using Dynamic Organizations. If this is not enabled on your site, please file a ticket with Support.