How to setup a plan

We can setup plans in LegalAtoms in two ways

1. LegalAtoms default plans
2. Customized plan

LegalAtoms default plans

1.  Click on the Add button under Services Offered. If the E-file plan appears by default then you don’t need to make it E-file plan again. You can use it.

2.  Next, you’ll see a popup with 2 options. You need to go with LegalAtoms default plans. So you’ll mark I want to create a plan based on LegalAtoms’ default plans and then select “E-file” and hit continue.

If you select I want to create a plan based on LegalAtoms’ default plans then the plan list will be shown according to the profession you have set.

3. The E-file plan is added successfully.

4. If you want to add Upload Case.  So you’ll mark I want to create a plan based on LegalAtoms’ default plans and then select Upload Case and hit continue button.

The already added E-file would be disabled you can not select it because you have already added it.

5. The Upload case plan is added successfully.

Customized plan

1.  Click on the Add button under Services Offered.

2.  Next, you’ll see a popup with 2 options. You need to go with a custom plan. So you’ll mark I want to create a customized plan. and hit continue button.

3.  Next, you need to fill the required fields and Save the plan.

4.  The required information to be filled in E-File

5.  The E-file plan is added successfully.