Pure data repository - No defaults, no firm-specific settings. This is the master list of all possible options.
Resource Levels
Define all possible resource levels. Rates and permissions will be set at firm level.
Level
Code
Title
Category
Description
Action
Note: Roles, responsibilities, and permissions between levels will be configured in a separate "Roles & Permissions" module.
Billing Methods
All possible billing calculation methods.
Method Name
Code
Unit Type
Block Size
Description
Formula
Action
Activity Categories
Master list of activity categorizations.
Code
Category
Description
Action
Note: Advanced activity categorization with subcategories will be configured in the "Activity Mapping" module.
States/Territories
Code
Full Name
Jurisdiction
Action
Areas of Law
All practice areas. Complexity is determined by case factors, not area type.
Area Name
Code
Description
Action
Complexity Factors (configured separately):
Pre-existing medical history
Self-employment status
Liability disputes
Multiple at-fault parties
Multiple respondents
Documentation quality
Primary Activity Types
Master list of all activity types. Billing defaults set at firm level.
Activity
Code
Category
Description
Action
Complexity Factors
Factors that affect case complexity regardless of practice area.
Factor
Code
Impact Level
Description
Action
Important: This is the master options menu. All firm-specific configurations (rates, permissions, defaults)
are set during onboarding in separate modules. This ensures the universal library remains clean and shareable across all firms.