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做到这七件事，日常办案流程就已经跑起来了。",{"id":245,"title":5,"titles":484,"content":240,"level":347},[],{"id":486,"title":5,"titles":487,"content":224,"level":347},"\u002Fdocs\u002Flawyer-guide\u002Fsearch-and-case-detail#搜索与案件详情",[],{"id":489,"title":16,"titles":490,"content":491,"level":225},"\u002Fdocs\u002Flawyer-guide\u002Fsearch-and-case-detail#搜索案件-search",[5],"进入办案 > 委案管理，在搜索框输入卡号、姓名、手机号或其他关键词，点击搜索。 精准搜索：有卡号时直接输入，结果最准确。模糊搜索：不确定完整卡号时，输入部分关键词也能找到。筛选条件：可按状态、时间等条件缩小范围。 搜索结果中点击详情进入案件。 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可切换未读、全部、已完成。通知用颜色区分状态：过期、今日、未来。点击通知后标记已读，带关联页面的通知会跳转到对应页面。点击查看全部待办进入待办管理。",{"id":290,"title":289,"titles":583,"content":584,"level":347},[],"用资料库集中管理案件材料，关联到案件后随时查看；确认回款后及时登记，每笔回款都能回到案件核对。",{"id":586,"title":289,"titles":587,"content":224,"level":347},"\u002Fdocs\u002Flawyer-guide\u002Fdocuments-and-repayment#资料库与回款",[],{"id":589,"title":590,"titles":591,"content":592,"level":225},"\u002Fdocs\u002Flawyer-guide\u002Fdocuments-and-repayment#资料库-files","资料库 {#files}",[289],"资料库用于管理律所共享资料、案件附件和模板文件。文件关联案件后，会同步出现在案件详情的关联文件中。",{"id":594,"title":595,"titles":596,"content":597,"level":231},"\u002Fdocs\u002Flawyer-guide\u002Fdocuments-and-repayment#上传资料","上传资料",[289,590],"点击文件管理 > 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{#repayment}",[289],"确认案件有实际回款后，及时登记到回款管理。",{"id":619,"title":620,"titles":621,"content":622,"level":231},"\u002Fdocs\u002Flawyer-guide\u002Fdocuments-and-repayment#新增回款","新增回款",[289,615],"进入办案 > 回款管理，或在案件详情的回款标签页新增。选择关联案件。填写回款金额和回款日期。保存后回款记录关联到案件。",{"id":624,"title":625,"titles":626,"content":627,"level":231},"\u002Fdocs\u002Flawyer-guide\u002Fdocuments-and-repayment#回款与-pda-回款的区别","回款与 PDA 回款的区别",[289,615],"入口用途回款管理案件实际回款，进入案件回款统计PDA 回款银行 PDA 终端查询记录，用于核对 金额不一致时，先人工核对。",{"id":629,"title":630,"titles":631,"content":632,"level":225},"\u002Fdocs\u002Flawyer-guide\u002Fdocuments-and-repayment#填写管理-fill","填写管理 {#fill}",[289],"填写管理用于按案件详情中填写过的字段值反查案件。例如填写了某个批次号，可以通过填写管理查出对应案件。",{"id":634,"title":635,"titles":636,"content":637,"level":231},"\u002Fdocs\u002Flawyer-guide\u002Fdocuments-and-repayment#按填写值搜索","按填写值搜索",[289,630],"点击办案 > 填写管理。选择填写字段。根据字段类型输入搜索条件（文本、日期、金额等）。点击搜索，在结果中点击详情进入案件。",{"id":639,"title":640,"titles":641,"content":642,"level":231},"\u002Fdocs\u002Flawyer-guide\u002Fdocuments-and-repayment#批量导入填写值","批量导入填写值",[289,630],"点击批量导入，选择要导入的填写栏目。按模板准备 Excel，选择空字段是否覆盖已有值。开始导入并查看结果。 填写管理一次只搜索一个填写字段。字段列表和填写栏目由管理员在办案配置中维护。",{"id":644,"title":645,"titles":646,"content":647,"level":225},"\u002Fdocs\u002Flawyer-guide\u002Fdocuments-and-repayment#个人中心-personal","个人中心 {#personal}",[289],"点击左下角个人信息入口进入个人中心： 查看姓名、手机号和角色。上传头像。修改密码（新密码至少 8 位，需包含字母和数字）。 保存新密码后需重新登录。",{"id":294,"title":293,"titles":649,"content":650,"level":347},[],"律师使用律通通时的常见问题解答，包括搜索、待办、字段、导出等。",{"id":652,"title":293,"titles":653,"content":224,"level":347},"\u002Fdocs\u002Flawyer-guide\u002Ffaq#常见问题",[],{"id":655,"title":656,"titles":657,"content":658,"level":225},"\u002Fdocs\u002Flawyer-guide\u002Ffaq#找不到案件-cannot-find","找不到案件 {#cannot-find}",[293],"先确认卡号或关键词是否正确。还是找不到时，联系管理员确认案件是否已导入。",{"id":660,"title":661,"titles":662,"content":663,"level":225},"\u002Fdocs\u002Flawyer-guide\u002Ffaq#新增记录时找不到案件-cannot-link","新增记录时找不到案件 {#cannot-link}",[293],"请先确认委案是否已导入或新增。关联案件搜索支持卡号和源数据关键词，但记录必须关联已有委案。",{"id":665,"title":666,"titles":667,"content":668,"level":225},"\u002Fdocs\u002Flawyer-guide\u002Ffaq#待办类型不知道选哪个-todo-type","待办类型不知道选哪个 {#todo-type}",[293],"先选最接近的类型。没有合适类型时，联系管理员后续调整。如果新增待办时完全没有可选类型，说明管理员还没有配置待办类型。",{"id":670,"title":671,"titles":672,"content":673,"level":225},"\u002Fdocs\u002Flawyer-guide\u002Ffaq#案件详情里看不到想看的字段-missing-field","案件详情里看不到想看的字段 {#missing-field}",[293],"先在源数据里搜索。确实经常要看的字段，再让管理员配置到关注信息或展示列。",{"id":675,"title":676,"titles":677,"content":678,"level":225},"\u002Fdocs\u002Flawyer-guide\u002Ffaq#不知道该记沟通工单还是待办-which-one","不知道该记沟通、工单还是待办 {#which-one}",[293],"已经发生的沟通过程 → 记沟通。接下来要做的事 → 建待办。上游派发或来电回电任务 → 记工单。",{"id":680,"title":681,"titles":682,"content":683,"level":225},"\u002Fdocs\u002Flawyer-guide\u002Ffaq#pda-回款和回款管理有什么区别-pda","PDA 回款和回款管理有什么区别 {#pda}",[293],"PDA 回款是银行 PDA 终端查询记录，用于核对；回款管理是案件实际回款记录，会进入案件回款统计。",{"id":685,"title":686,"titles":687,"content":688,"level":225},"\u002Fdocs\u002Flawyer-guide\u002Ffaq#导出按钮提示先勾选数据-export","导出按钮提示先勾选数据 {#export}",[293],"委案、工单、沟通、待办、回款和填写管理等列表导出前，需要先勾选要导出的记录。",{"id":690,"title":691,"titles":692,"content":693,"level":225},"\u002Fdocs\u002Flawyer-guide\u002Ffaq#删除文件会影响案件详情吗-delete-file","删除文件会影响案件详情吗 {#delete-file}",[293],"删除资料库文件后不可恢复。若只是从案件详情取消关联，则只解除该案件与文件的关系，不删除资料库文件。",{"id":695,"title":696,"titles":697,"content":698,"level":225},"\u002Fdocs\u002Flawyer-guide\u002Ffaq#看不到成员管理或办案配置-no-admin","看不到成员管理或办案配置 {#no-admin}",[293],"如果看不到这些入口，说明当前账号不是管理员账号。办案律师只会看到日常办案所需功能。",{"id":700,"title":701,"titles":702,"content":703,"level":225},"\u002Fdocs\u002Flawyer-guide\u002Ffaq#历史记录还没补完怎么办-history","历史记录还没补完怎么办 {#history}",[293],"不影响今天开始使用。先把新发生的沟通、待办、资料、回款记进系统，历史记录后续再补。",{"id":303,"title":302,"titles":705,"content":706,"level":347},[],"查看律所套餐和资源用量，创建和管理律所成员账号，分配角色权限。",{"id":708,"title":302,"titles":709,"content":710,"level":347},"\u002Fdocs\u002Fadmin-guide\u002Faccount-and-members#账户与成员管理",[],"如果你是律所负责人、团队主管或管理员，本篇介绍账户信息查看和成员账号管理。",{"id":712,"title":713,"titles":714,"content":715,"level":225},"\u002Fdocs\u002Fadmin-guide\u002Faccount-and-members#账户管理-account","账户管理 {#account}",[302],"进入律所设置 > 账户管理，查看律所的套餐和资源信息： 信息说明律所名称当前律所的注册名称套餐当前使用的套餐类型开通时间套餐生效时间到期时间套餐到期时间案件额度已用案件数 \u002F 总额度文件容量已用容量 \u002F 总容量 额度不足时，按页面提示联系客服升级。",{"id":717,"title":718,"titles":719,"content":720,"level":225},"\u002Fdocs\u002Fadmin-guide\u002Faccount-and-members#成员管理-members","成员管理 {#members}",[302],"进入律所设置 > 成员管理，管理律所成员账号。",{"id":722,"title":723,"titles":724,"content":725,"level":231},"\u002Fdocs\u002Fadmin-guide\u002Faccount-and-members#创建成员","创建成员",[302,718],"点击创建成员。填写姓名、手机号、初始密码和角色。创建成功后，将登录地址、手机号和初始密码发给成员。",{"id":727,"title":728,"titles":729,"content":730,"level":231},"\u002Fdocs\u002Fadmin-guide\u002Faccount-and-members#成员列表","成员列表",[302,718],"展示所有成员的姓名、手机号、角色、状态和加入时间。",{"id":732,"title":733,"titles":734,"content":735,"level":231},"\u002Fdocs\u002Fadmin-guide\u002Faccount-and-members#注意事项","注意事项",[302,718],"停用成员后，该账号不能继续进入工作台。初始密码应及时提醒成员登录后修改。角色分为管理员和普通律师，管理员可进入律所设置，普通律师只能看到办案功能。",{"id":307,"title":306,"titles":737,"content":738,"level":347},[],"配置关注栏目、填写栏目、待办提醒规则、导入模板、搜索展示和待办类型，定义律所日常办案的基础规则。",{"id":740,"title":306,"titles":741,"content":742,"level":347},"\u002Fdocs\u002Fadmin-guide\u002Fcase-config#办案配置",[],"进入律所设置 > 办案配置，维护影响日常办案页面的基础规则。 修改配置会影响全律所成员后续看到的字段、模板和选项。删除关注栏目或填写栏目后，后续案件不再显示该栏目。导入模板字段顺序会影响下载模板和导入表头校验。",{"id":744,"title":745,"titles":746,"content":747,"level":225},"\u002Fdocs\u002Fadmin-guide\u002Fcase-config#关注栏目-focus-columns","关注栏目 {#focus-columns}",[306],"关注栏目控制案件详情中重点展示哪些源数据字段。 配置后，律师打开案件详情第一眼看到的就是关注信息，相当于案情摘要。 配置建议： 第一版控制在 5 到 10 个字段。律师每天都要看的字段放进关注，偶尔才看的字段保留在源数据里。催收业务常见关注：姓名、身份证号、手机号、地址、委案金额、本金、逾期天数。诉讼业务常见关注：债务人信息、合同编号、管辖法院、诉讼阶段、保全状态。",{"id":749,"title":750,"titles":751,"content":752,"level":225},"\u002Fdocs\u002Fadmin-guide\u002Fcase-config#填写栏目-fill-columns","填写栏目 {#fill-columns}",[306],"填写栏目控制案件详情和填写管理中可填写、可搜索的业务字段。 关注解决\"看案情\"，填写解决\"留结果\"。需要律师主动录入的内容放进填写，导入的原始字段优先作为源数据或关注。 配置建议： 催收业务常见填写：协商状态、约定还款金额、下次跟进时间、跟进结论。诉讼业务常见填写：法院、案号、立案时间、开庭时间、判决结果。不同业务阶段可以配置不同填写栏目。",{"id":754,"title":755,"titles":756,"content":757,"level":225},"\u002Fdocs\u002Fadmin-guide\u002Fcase-config#待办提醒规则-todo-rules","待办提醒规则 {#todo-rules}",[306],"待办提醒规则控制哪些待办进入通知中心，以及提前提醒天数。 配置后，待办到期前会按规则推送提醒，临期和超时的待办会分级展示。",{"id":759,"title":760,"titles":761,"content":762,"level":225},"\u002Fdocs\u002Fadmin-guide\u002Fcase-config#导入模板规则-import-rules","导入模板规则 {#import-rules}",[306],"导入模板规则控制委案、工单、沟通、待办、回款等导入模板的字段和校验口径。 修改模板字段顺序会影响下载模板的表头和导入时的校验。",{"id":764,"title":765,"titles":766,"content":767,"level":225},"\u002Fdocs\u002Fadmin-guide\u002Fcase-config#搜索配置-search-config","搜索配置 {#search-config}",[306],"搜索配置控制关联案件搜索框的提示和结果展示字段。",{"id":769,"title":770,"titles":771,"content":772,"level":225},"\u002Fdocs\u002Fadmin-guide\u002Fcase-config#待办类型-todo-types","待办类型 {#todo-types}",[306],"待办类型控制新增待办、筛选和通知中心中的类型选项。 常用待办类型参考： 业务常用类型催收电话跟进、短信或微信提醒、协商到期、回款确认、材料补充诉讼起诉准备、材料审核、立案跟进、开庭提醒、判决跟进、执行跟进 配置建议： 第一版控制在 5 到 10 个类型。类型名称要让律师一眼明白。待办类型后续可以调整，不需要一开始配置完美。",{"id":311,"title":310,"titles":774,"content":775,"level":347},[],"围绕持续导入、关注、填写、待办类型、资料库和回款，介绍如何逐步优化律所的办案流程。",{"id":777,"title":310,"titles":778,"content":779,"level":347},"\u002Fdocs\u002Fadmin-guide\u002Fadvanced-config#进阶配置思路",[],"本篇不讲每个按钮的细节，重点讲怎么设计数据、字段和流程。 先记住这条主线： 导入解决\"案件资料进系统\"，关注解决\"律师快速看案情\"，填写解决\"办案结果沉淀\"，待办解决\"下一步怎么推进\"。",{"id":781,"title":782,"titles":783,"content":784,"level":225},"\u002Fdocs\u002Fadmin-guide\u002Fadvanced-config#持续导入不用先整理成一张完整台账-incremental-import","持续导入：不用先整理成一张完整台账 {#incremental-import}",[310],"律所的案件资料通常分散在多个文件里：银行委案表、客户信息表、回款表、沟通记录表、工单表等。不需要先人工合并成一张总台账，只要文件里有卡号，就可以分批导入。系统会围绕卡号把资料归到对应案件下面。 已有卡号再次导入：补充或更新这个案件的信息。新卡号导入：形成新的案件。不同文件分批导入：系统按卡号把信息关联起来。 你可以持续导入的数据： 新一批银行委案到了，直接导入新增案件。后续拿到补充手机号、地址、身份信息，再导入补充字段。银行提供新的回款表，导入回款记录。整理出历史沟通记录，再导入沟通。后续拿到诉讼阶段信息，再导入或填写到对应案件。 有一批数据就导一批，律通通按卡号把资料归到同一个案件。导入失败的数据可以后续处理，不影响已导入案件开始办案。",{"id":786,"title":787,"titles":788,"content":789,"level":225},"\u002Fdocs\u002Fadmin-guide\u002Fadvanced-config#配置关注让律师一进案件就看到重点-configure-focus","配置关注：让律师一进案件就看到重点 {#configure-focus}",[310],"关注不是为了让律师填写内容，而是从已导入的源数据里挑出重点字段，放到案件详情里优先展示。 催收业务可以关注：姓名、身份证号、手机号、地址、委案金额、本金、逾期天数、银行备注、最近跟进状态、风险标签。 诉讼业务可以关注：债务人信息、送达地址、合同编号、证据材料状态、管辖法院、诉讼阶段、保全状态、执行状态。 配置建议： 第一版关注字段不要太多，优先 5 到 10 个。律师每天都要看的字段放进关注。偶尔才看的字段保留在源数据里即可。不同业务线关注重点不同，可以按业务属性配置不同关注栏目。",{"id":791,"title":792,"titles":793,"content":794,"level":225},"\u002Fdocs\u002Fadmin-guide\u002Fadvanced-config#配置填写沉淀律师办案结果-configure-fill","配置填写：沉淀律师办案结果 {#configure-fill}",[310],"填写不是为了展示源数据，而是为了让律师在办案过程中补充、沉淀处理结果。 催收业务可以填写：协商状态、约定还款金额、每月还款时间、首期还款时间、是否承诺还款、下次跟进时间、跟进结论。 诉讼业务可以填写：法院、案号、起诉书邮寄地址、起诉材料状态、立案时间、开庭时间、判决结果、执行申请状态。 配置建议： 关注解决\"看案情\"，填写解决\"留结果\"，不要混在一起。需要律师主动录入的内容放进填写。从 Excel 或银行文件里导入的原始字段，优先作为源数据或关注。不同业务阶段可以配置不同填写栏目。",{"id":796,"title":797,"titles":798,"content":799,"level":225},"\u002Fdocs\u002Fadmin-guide\u002Fadvanced-config#配置待办类型把下一步动作标准化-configure-todo-types","配置待办类型：把下一步动作标准化 {#configure-todo-types}",[310],"配置待办类型是为了统一团队的下一步动作。类型不是越多越好，先覆盖高频动作即可。 配置建议： 第一版控制在 5 到 10 个类型。类型名称要让律师一眼明白。如果律师经常不知道选哪个，说明类型太细或命名不清楚。待办类型后续可以调整，不需要一开始配置完美。",{"id":801,"title":802,"titles":803,"content":804,"level":225},"\u002Fdocs\u002Fadmin-guide\u002Fadvanced-config#用资料库集中案件材料-file-library","用资料库集中案件材料 {#file-library}",[310],"授权书、证据材料、起诉材料、沟通截图等，不建议长期散落在个人电脑或聊天记录里。 建议先定一个简单口径： 和具体案件有关的材料，上传后关联案件。通用模板、空白文书、内部说明，可以放在资料库文件夹。案件详情里能看到的材料，优先通过关联文件维护。 不需要一开始把所有历史材料都补齐。先从新案件、新材料开始上传，历史材料需要时再补。",{"id":806,"title":807,"titles":808,"content":809,"level":225},"\u002Fdocs\u002Fadmin-guide\u002Fadvanced-config#用回款和-pda-回款区分两个口径-repayment-vs-pda","用回款和 PDA 回款区分两个口径 {#repayment-vs-pda}",[310],"律通通里有两个回款相关入口： 回款管理：案件实际回款，进入案件回款统计。PDA 回款：银行 PDA 终端查询记录，用于核对。 确认案件实际到账记回款管理，拿到 PDA 查询记录记 PDA 回款。这两个口径不要混在一起。金额不一致时先人工核对，不需要一开始做复杂自动对账。",{"id":811,"title":812,"titles":813,"content":814,"level":225},"\u002Fdocs\u002Fadmin-guide\u002Fadvanced-config#形成律所自己的工作闭环-workflow-loop","形成律所自己的工作闭环 {#workflow-loop}",[310],"进阶使用的目标不是把配置做复杂，而是让律所形成稳定闭环： 有资料就持续导入。律师进案件先看关注。处理后把结果写进填写、沟通、待办或回款。有材料就上传资料库并关联案件。根据团队反馈调整关注、填写、待办类型和展示列。 定期检查清单： 律师打开案件后，最想看的字段是不是已经在关注里？律师处理完案件后，关键结果有没有地方填写？待办类型是否够用，是否太细？列表里是否缺少常看的展示列？是否还有资料只存在个人电脑或聊天记录里？是否还有 Excel 继续双头维护？",{"id":816,"title":817,"titles":818,"content":819,"level":225},"\u002Fdocs\u002Fadmin-guide\u002Fadvanced-config#不需要一开始做完的事-can-defer","不需要一开始做完的事 {#can-defer}",[310],"下面这些都可以后置： 整理所有历史 Excel。补齐所有历史沟通。上传所有历史附件。一次性设计完整字段体系。配置所有业务线的关注和填写。做复杂回款核对规则。 先让团队稳定使用：查案件、看关注、记沟通、建待办、传资料、登回款。系统跑起来后，再逐步优化配置。",{"id":315,"title":314,"titles":821,"content":822,"level":347},[],"追踪成员关键操作，核对数据变更和责任归属。",{"id":824,"title":314,"titles":825,"content":826,"level":347},"\u002Fdocs\u002Fadmin-guide\u002Faudit-logs#操作日志",[],"进入律所设置 > 操作日志，追踪成员关键操作，便于核对数据变更和责任归属。",{"id":828,"title":829,"titles":830,"content":831,"level":225},"\u002Fdocs\u002Fadmin-guide\u002Faudit-logs#查看日志-view-logs","查看日志 {#view-logs}",[314],"点击 律所设置 > 操作日志。按时间倒序查看操作记录。点击 详情 查看操作对象和操作结果。",{"id":833,"title":834,"titles":835,"content":836,"level":225},"\u002Fdocs\u002Fadmin-guide\u002Faudit-logs#注意事项-notes","注意事项 {#notes}",[314],"操作日志用于核对，不建议作为日常办案入口。如果发现异常操作，请结合具体委案、成员和时间进行核查。",{"id":324,"title":323,"titles":838,"content":839,"level":347},[],"5 步把现有 Excel 案件台账导入律通通，让律师开始在系统里办案。",{"id":841,"title":323,"titles":842,"content":843,"level":347},"\u002Fdocs\u002Fscenarios\u002Fexcel-migration#excel-台账迁入律通通",[],"如果你们律所现在还在用 Excel 记录案件，不需要先做复杂整理。先把案件导入律通通，让律师能查到案件、进入详情、开始记录沟通和待办。 先导入案件，先开始办案。字段优化、历史资料补充、模板配置，都可以在系统跑起来后再处理。",{"id":845,"title":846,"titles":847,"content":848,"level":225},"\u002Fdocs\u002Fscenarios\u002Fexcel-migration#第-1-步拿现有-excel-台账-step-1","第 1 步：拿现有 Excel 台账 {#step-1}",[323],"先用你们当前正在使用的案件 Excel，不需要重新做一张表。 导入前只做最少检查： 每一行是一条案件。有卡号或案件唯一编号。金额、姓名、手机号、地址等原有字段尽量保留。明显的空行、合计行、说明行可以删除。 不用一开始处理这些问题：字段名不够统一、历史备注没有拆分、有些字段暂时不知道放哪里、历史附件还没整理。这些都可以先放着，先让案件进入系统。",{"id":850,"title":851,"titles":852,"content":853,"level":225},"\u002Fdocs\u002Fscenarios\u002Fexcel-migration#第-2-步导入委案-step-2","第 2 步：导入委案 {#step-2}",[323],"进入 办案 > 委案管理。点击 批量导入。下载或使用委案导入模板。把现有 Excel 中的案件数据放到模板里。上传文件并开始导入。导入完成后查看结果。 如果有失败行，常见原因是卡号为空、金额格式不对、日期格式不对。能导入的案件先用起来，失败的数据再由管理员或客服协助处理。",{"id":855,"title":856,"titles":857,"content":858,"level":225},"\u002Fdocs\u002Fscenarios\u002Fexcel-migration#第-3-步查几条案件确认能用-step-3","第 3 步：查几条案件，确认能用 {#step-3}",[323],"导入后先做简单核对，不需要全量检查。 在 委案管理 搜索几个熟悉的卡号。点击 详情 进入案件详情。看卡号、金额、本金、状态是否正常。在源数据里搜索姓名、手机号、地址等原 Excel 字段。 只要案件能查到、详情能打开、原 Excel 字段能看到，就可以先开始办案。",{"id":860,"title":861,"titles":862,"content":863,"level":225},"\u002Fdocs\u002Fscenarios\u002Fexcel-migration#第-4-步从今天开始在系统里办案-step-4","第 4 步：从今天开始在系统里办案 {#step-4}",[323],"不要等历史数据全部整理完。案件导入后，新的办案动作就可以直接在律通通里记录。 律师每天的操作流程：看待办 → 查案件 → 进详情 → 记沟通 → 建下一步待办 → 有资料就上传关联 → 有回款就登记。 迁入初期，不要求把所有历史沟通、历史备注、历史附件一次性补完。先从今天以后发生的新动作开始记。",{"id":865,"title":866,"titles":867,"content":868,"level":225},"\u002Fdocs\u002Fscenarios\u002Fexcel-migration#第-5-步跑起来后再优化-step-5","第 5 步：跑起来后再优化 {#step-5}",[323],"系统先跑起来，再逐步优化。下面这些事情可以后置处理： 关注字段：把律师最常看的 Excel 字段放到案件详情重点展示。填写字段：把批次号、协商金额、诉讼准备状态等变成结构化填写项。待办类型：统一团队的待办分类。导入模板：把常用 Excel 表头固定下来，减少以后整理成本。展示列：让委案、待办、沟通、回款列表显示更多团队常用字段。历史数据：需要时再补充历史沟通、历史回款、历史附件。 这些优化不影响第一天开始使用。遇到字段不知道怎么配、导入失败较多、历史数据需要批量处理时，交给律所管理员或客服协助即可。",{"id":870,"title":871,"titles":872,"content":873,"level":225},"\u002Fdocs\u002Fscenarios\u002Fexcel-migration#最快可用标准-quick-start","最快可用标准 {#quick-start}",[323],"完成下面 4 件事，就可以开始用律通通承接日常办案： 委案已经导入一批。律师能按卡号或关键词查到案件。案件详情能看到原 Excel 里的主要信息。新沟通、新待办、新回款开始记录到系统里。 达到这个状态后，Excel 可以先作为备查资料保留，但新的办案动作建议优先进入律通通。",{"id":875,"title":210,"titles":876,"content":877,"level":225},"\u002Fdocs\u002Fscenarios\u002Fexcel-migration#常见问题-faq",[323],"Excel 很乱，可以先导入吗？\n可以。先保留关键字段，把能导入的案件导入系统。字段优化和失败数据后续再处理。 历史沟通要不要全部搬进来？\n不需要一开始全部搬。先从今天以后的新沟通开始记录，重要历史记录后续再补。 有些字段不知道放哪里怎么办？\n先保留在源数据里。后续需要重点展示时，再配置成关注字段、展示列或填写字段。 导入失败怎么办？\n先看失败明细。少量失败可以先人工修正；失败较多时，交给管理员或客服协助处理模板和字段。 Excel 还要不要继续维护？\n可以短期保留 Excel 备查，但不要长期双头维护。系统跑通后，新的沟通、待办、资料和回款建议优先进入律通通。",{"id":328,"title":327,"titles":879,"content":880,"level":347},[],"把关键节点挂在案件上，用分级提醒让系统替你盯时效。",{"id":882,"title":327,"titles":883,"content":884,"level":347},"\u002Fdocs\u002Fscenarios\u002Fdeadline-management#时效管理",[],"做催收办案，最让人后怕的不是案件多，而是某个关键日期悄悄过了。举证期限到了才发现没提交、上诉期过了才想起要上诉、申请执行的时效快到期了却没人盯——这类失误代价大，而且事后很难补救。 本篇介绍如何在律通通里管好时效。完整的时效管理思路，参见催收案件时效管理：如何不再错过关键节点。",{"id":886,"title":887,"titles":888,"content":889,"level":225},"\u002Fdocs\u002Fscenarios\u002Fdeadline-management#列清关键节点-nodes","列清关键节点 {#nodes}",[327],"管时效的第一步是把一个案件要盯的节点列出来。下面是一份常见配置参考： 关键节点说明建议提醒举证期限提交证据的最后时限到期前 5 天 \u002F 1 天答辩期提交答辩状的时限到期前 3 天开庭日期庭审时间，需提前准备提前 7 天 \u002F 前 1 天上诉期不服一审判决的上诉时限到期前 5 天 \u002F 1 天申请执行时效申请强制执行的时限提前 30 天 \u002F 7 天财产保全续期保全到期前申请续保到期前 15 天 具体期限以法律规定和法院通知为准。上表只是需要在系统里盯的节点示例，每个案件的实际期限以法律规定和法院送达的通知为准。",{"id":891,"title":892,"titles":893,"content":894,"level":225},"\u002Fdocs\u002Fscenarios\u002Fdeadline-management#分级提醒-tiered-alerts","分级提醒 {#tiered-alerts}",[327],"如果所有待办都用同一种方式提醒，临期的、已过期的、还有一个月的混在一起，人很快就会麻木。 律通通按时间临近和超时程度分三档： 临期提醒 — 到期前几天主动推送，给你留出处理时间。到期提醒 — 当天到期的待办置顶并标红，确保当天一定看到。超时提醒 — 已过期的持续高亮，直到处理完毕，不会\"过了就消失\"。 分档之后，通知中心一眼就能看出哪几件是\"今天必须办\"、哪几件是\"这周要办\"。",{"id":896,"title":897,"titles":898,"content":899,"level":225},"\u002Fdocs\u002Fscenarios\u002Fdeadline-management#把时效挂在案件上-on-case","把时效挂在案件上 {#on-case}",[327],"让时效跟着案件走，而不是跟着人走。律师请假、交接、换所，记忆都会断；但案件上的时效不会。 具体做法： 每个时效节点都建成案件的待办，设好到期日与提醒规则。把最关键的时效设为案件顶部重点字段，打开案件第一眼就看到倒计时。团队协作时，待办指派到具体承办人，责任到人。 这样哪怕案件交接、人员变动，时效信息都完整留在案件上，新人接手立刻能看到关键节点。",{"id":901,"title":902,"titles":903,"content":904,"level":225},"\u002Fdocs\u002Fscenarios\u002Fdeadline-management#留痕与复盘-trace","留痕与复盘 {#trace}",[327],"关键操作全程留痕：谁在什么时候处理了哪个待办、什么时候标记完成、什么时候有过提醒，都记录在案。出了问题能回溯是哪个环节断的；日常也能复盘看哪类节点最容易漏，下次提前加强。 时效不该靠记忆盯——把它挂到案件上，让系统替你记。",{"id":332,"title":331,"titles":906,"content":907,"level":347},[],"从角色分工、工作闭环到数据交接，介绍如何用律通通搭建律所团队协作体系。",{"id":909,"title":331,"titles":910,"content":911,"level":347},"\u002Fdocs\u002Fscenarios\u002Fteam-collaboration#团队协作",[],"律通通面向律师团队设计，支持多人在同一工作空间内协作办案。本篇介绍角色分工、协作流程和交接场景的最佳实践。",{"id":913,"title":914,"titles":915,"content":916,"level":225},"\u002Fdocs\u002Fscenarios\u002Fteam-collaboration#角色与权限-roles","角色与权限 {#roles}",[331],"律通通有两种角色： 角色权限范围管理员全部办案功能 + 成员管理 + 办案配置 + 操作日志普通律师日常办案功能（委案、工单、沟通、待办、回款、填写、资料库、统计） 管理员负责维护律所的基础规则：关注哪些字段、填写哪些字段、待办类型有哪些、导入模板怎么定。普通律师专注于日常办案操作。",{"id":918,"title":919,"titles":920,"content":921,"level":225},"\u002Fdocs\u002Fscenarios\u002Fteam-collaboration#工作闭环-workflow-loop","工作闭环 {#workflow-loop}",[331],"一个稳定的团队协作闭环包含五个环节： 导入 — 管理员或指定人员将新案件数据导入系统。查看 — 律师打开案件，通过关注信息快速了解案情。处理 — 律师记录沟通、创建待办、登记回款、填写办案结果。归档 — 将相关材料上传资料库并关联案件。优化 — 管理员根据团队反馈调整关注、填写、待办类型和展示列。 这个闭环不需要一步到位。先让团队稳定使用前四步，第五步逐步优化。",{"id":923,"title":924,"titles":925,"content":926,"level":225},"\u002Fdocs\u002Fscenarios\u002Fteam-collaboration#待办协作-todo-collaboration","待办协作 {#todo-collaboration}",[331],"待办是团队协作的核心纽带： 指派到人：每个待办指派给具体承办人，责任明确。类型标准化：统一的待办类型让团队沟通更高效。提醒分级：临期、到期、超时三档提醒，确保关键节点不漏。通知中心：所有待办提醒集中展示，律师每天打开就能看到今天要做的事。",{"id":928,"title":929,"titles":930,"content":931,"level":225},"\u002Fdocs\u002Fscenarios\u002Fteam-collaboration#数据交接-handover","数据交接 {#handover}",[331],"律师离职或案件交接时，案件数据完整留在系统里： 案件详情包含所有源数据、关注信息、填写信息。工单、沟通、待办、回款记录完整保留。上传的资料文件关联在案件上。操作日志记录了所有历史操作。 接手律师打开案件就能看到完整的历史脉络，不需要从 Excel 或聊天记录里重新拼凑。",{"id":933,"title":934,"titles":935,"content":936,"level":225},"\u002Fdocs\u002Fscenarios\u002Fteam-collaboration#管理员定期检查-admin-checklist","管理员定期检查 {#admin-checklist}",[331],"建议管理员每隔一段时间检查以下问题： 律师打开案件后，最想看的字段是不是已经在关注里？律师处理完案件后，关键结果有没有地方填写？待办类型是否够用，是否太细？列表里是否缺少常看的展示列？是否还有资料只存在个人电脑或聊天记录里？是否还有 Excel 继续双头维护？ 只要这些问题逐步收敛，律通通就不只是一个案件查询系统，而会变成律所自己的办案工作台。",{"id":341,"title":340,"titles":938,"content":939,"level":347},[],"律通通工作台的完整功能列表，包括统计分析、办案、文件管理和律所设置。",{"id":941,"title":340,"titles":942,"content":943,"level":347},"\u002Fdocs\u002Freference\u002Ffeature-overview#功能总览",[],"律通通是面向律师团队的催收办案协作工作台，把委案、工单、沟通、待办、回款、填写字段和资料文件集中到一个律所工作空间中。",{"id":945,"title":946,"titles":947,"content":948,"level":225},"\u002Fdocs\u002Freference\u002Ffeature-overview#统计分析-statistics","统计分析 {#statistics}",[340],"页面说明业务统计查看案件、待办、回款的总体变化PDA 回款登记和核对银行 PDA 终端回款记录",{"id":950,"title":951,"titles":952,"content":953,"level":225},"\u002Fdocs\u002Freference\u002Ffeature-overview#办案-cases","办案 {#cases}",[340],"页面说明委案管理查询、新增、导入、导出委案，进入案件详情工单管理跨案件维护来电、回电和任务工单沟通管理跨案件维护沟通和协商记录待办管理维护案件待办和提醒事项填写管理按填写字段值搜索案件并导出回款管理维护案件实际回款记录",{"id":955,"title":956,"titles":957,"content":958,"level":225},"\u002Fdocs\u002Freference\u002Ffeature-overview#文件管理-files","文件管理 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委案包含：卡号、委案金额、本金、状态、源数据、关注信息、填写信息，以及一对多的工单、沟通、待办、回款和关联文件。",{"id":979,"title":980,"titles":981,"content":982,"level":231},"\u002Fdocs\u002Freference\u002Ffeature-overview#源数据与关注","源数据与关注",[340,971],"源数据来自导入文件中的原始字段，未映射字段仍保留，供搜索、查看、导出使用。 关注信息是从源数据中挑出的重点字段，便于律师在案件详情中快速扫描。由管理员在办案配置中设置。",{"id":984,"title":985,"titles":986,"content":987,"level":231},"\u002Fdocs\u002Freference\u002Ffeature-overview#填写信息","填写信息",[340,971],"填写信息是律师在办案过程中补充的业务字段，例如协商金额、跟进结论等。由管理员在办案配置中设置，填写值可在填写管理中反查案件。",{"id":989,"title":990,"titles":991,"content":992,"level":231},"\u002Fdocs\u002Freference\u002Ffeature-overview#工单沟通待办回款","工单、沟通、待办、回款",[340,971],"这四类记录都归属于委案，同时也有独立的跨案件列表。独立列表用于筛选、批量查看和导出；案件详情中的标签页只展示当前案件的记录。",{"id":994,"title":995,"titles":996,"content":997,"level":231},"\u002Fdocs\u002Freference\u002Ffeature-overview#pda-回款","PDA 回款",[340,971],"PDA 回款是银行 PDA 终端查询记录，用于核对。它不等同于案件实际回款，也不挂到单案详情中。",{"id":999,"title":1000,"titles":1001,"content":1002,"level":225},"\u002Fdocs\u002Freference\u002Ffeature-overview#用户角色-roles","用户角色 {#roles}",[340],"角色权限范围普通律师业务统计、委案管理、工单、沟通、待办、填写管理、回款、资料库、个人中心管理员全部普通律师权限 + 账户管理、成员管理、办案配置、操作日志 所有业务数据归属当前律所工作空间，不同律所数据完全隔离。",[1004,1005],{"title":280,"path":281,"stem":282,"children":-1},{"title":285,"path":286,"stem":287,"children":-1},{"left":1007,"top":1007,"width":1008,"height":1008,"rotate":1007,"vFlip":273,"hFlip":273,"body":1009},0,24,"\u003Cpath fill=\"none\" stroke=\"currentColor\" stroke-linecap=\"round\" stroke-linejoin=\"round\" stroke-width=\"2\" d=\"m15 18l-6-6l6-6\"\u002F>",{"left":1007,"top":1007,"width":1008,"height":1008,"rotate":1007,"vFlip":273,"hFlip":273,"body":1011},"\u003Cg fill=\"none\" stroke=\"currentColor\" stroke-linecap=\"round\" stroke-linejoin=\"round\" stroke-width=\"2\">\u003Cpath d=\"m21 21l-4.34-4.34\"\u002F>\u003Ccircle cx=\"11\" cy=\"11\" 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