8. Work with external law firms

• How do I engage an external law firm
• What happens when I reject an invoice? 

How do I engage an external law firm?

The first step is to check with your law firm if they are currently using Dazychain. If not ask them to contact [e-mail]. We can help them to register and get on board. 

When you create your project (external collaboration workflows only), you are ready to select a law firm and offer the work to them.

1. Click on Projects in the side menu
2. Select the project
3. In Project summary workspace, Details tab click on the green Select supplier button
4. Type organisation name into the search bar or select panel (if configured) from the drop-down
5. Click the green Search button
6. Click the green Select button next to the chosen organisation
   
   
    
7. Under Select receiving groups select the appropriate group by clicking on the group name.  Click on the drop down arrow next to the group name to view a list of users within that group
8. Select Offer
9. The organisations name will now appear next to Chosen supplier and the status will show as Offered by you
   
   

Note: Deliverables you have already created will automatically be offered to the external law firm when the matter is offered. If deliverables are created after the offer, then they must be offered individually. This is to enable you to have your own internal deliverables that are not shared with external law firms.

How do I approve or reject an invoice?

Invoices are created by the engaged law firm (supplier) working on an external project in Dazychain. You can access invoices from either Projects or Invoices on the side menu.

Project menu

1. Click Project on the side menu
2. Select the project
3. Click on the Invoices tab
4. Click on the relevant invoice
   
   
    
5. Review the invoice details. You can click on each line item to view further details.

• Selecting Reject Invoice will remove the invoice from your Dazychain and notify the engaging organisation of the rejection.
• Selecting Accept Invoice will change the status to Approved, and enable the status to be updated to Paid

Note:

• Suppliers cannot cancel an invoice once it is submitted.
• Invoices cannot be submitted on closed projects. (Suppliers can reopen closed projects by clicking on the green menu action button and selecting Reopen)

Invoice menu

1. Click Invoices on the side menu
2. Select the relevant invoice from the list
   
   
3. Continue from step 5 above

What happens when I reject an invoice?

Your law firm receives a notification that the invoice submitted was rejected. This removes the invoice from your Dazychain and reverts the law firm's invoice status from Submitted to Created. It is best practice to provide a comment on the project explaining why or specifying any amendments are required.

Law firms can resubmit the invoice again after changes.

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