HighQ integrates with Practical Law Matter Maps, allowing you to use the full suite of HighQ project management tools to customise, assign and execute tasks set out in a Practical Law Matter Map template, while being able to access relevant and up-to-date Practical Law content at the point of need.
Please note that the Practical Law Matter Map integration needs to be enabled by HighQ support. Please contact your HighQ representative to request this. Once done, the available Practical Law Matter Maps will be visible at System level.
Getting set up
Once Practical Law Matter Map integration has been enabled, a tab labelled
Practical Law Matter Maps
is visible in
System Admin
.
In
System admin
, navigate to
Task templates
.
The
Task templates
screen opens; click the
Practical Law Matter Maps
tab.
In the
Practical Law Matter Maps
tab, you see a list of the available Practical Law Matter Maps, their status, practice area, jurisdiction, and when they were last modified.
Please note that the jurisdiction coverage of Practical Law Matter Maps in HighQ will depend on your Practical Law subscription.
Please note, that as of our April release, you can sort matter maps by Name, Jurisdiction and Practice Area.
Additionally, in the
Practical Law Matter Maps
tab, you can activate and deactivate existing Practical Law Matter Maps via
More actions
>
Activate/Deactivate
, located next to the map.
Please note that only Active maps can be associated at the Site level or added to the Tasks module.
Using a Practical Law Matter Map
Adding a Practical Law Matter Map directly to the Tasks module
When the Practical Law Matter Map integration is enabled, a Site or Content administrator can add a Practical Law Matter Map to the Tasks module via
Add
>
Practical Law Matter Map
.
This lists all of the maps that are available as part of the integration.
Please note that to be displayed here, the maps must be marked as
Active
at the System admin level.
In the
Practical Law Matter Maps
tab, click the title of the Practical Law Matter Map to preview it.
After you've selected the map you want to use, select
Add
to add it to the Tasks module.
The map is added to the
Tasks
module.
A List or Task from a Practical Law Matter Map contains a new Resources panel that displays curated links to Practical Law content relevant to the task.
Associating a Practical Law Matter Map with a site
Alternatively, a Practical Law Matter Map can first be associated with a Site as an
Associated template
in Site Admin. This adds the map to the
Associated templates
tab when
Add
>
Tasks
from the template is selected, in the Tasks module.
The
Add tasks from template
screen opens.
This can be useful if you want to narrow down or pre-select the relevant Practical Law Matter Maps for the site from the full list of Practical Law Matter Maps available.
Saving a customised Practical Law Matter Map
You can customise the Practical Law Matter Map as you require. In addition, you can also save the customised Practical Law Matter Map, as your own
task template
to be reused across sites in the same instance.
Task templates that are created from Practical Law Matter Maps have an icon next to the title, indicating that tasks contain links Practical Law Matter Map resources.
Please note that any changes made by Practical Law to the links in the Resources panel are reflected in the original Practical Law Matter Map available in HighQ, as well as any customised Practical Law Matter Maps that you create (to the extent the relevant list/task has not been deleted).
Exporting a Practical Law Matter Map or customised Practical Law Matter Map
A Practical Law Matter Map or a customised Practical Law Matter Map can be
exported to Excel or exported as a template
, but please note that the output spreadsheet will not contain the Resources field with links to the Practical Law resources.
Practical Law Matter Map and customised Practical Law Matter Map in site templates
When a site that has a Practical Law Matter Map or a customised Practical Law Matter Map associated with it is saved as a site template, those associations will be maintained when the site template is used within the same instance. However, when a site template is exported, you lose any task template associations as they are not imported into another instance.