When adding a new litigation case, the user usually doesn’t get all the details of the case captured. They add the case and then fill the other details later in the matter.
To capture all and manage case details:
1. Open the matter
2. On the General Info tab, you update the details of the case. You capture the people involved, key dates, notes, privacy, contributors and related companies.
- Workflow – used to change the workflow status of the litigation case
- Action Button – used to take more Actions on this litigation (export to word, archive and so on).
- Stages and Activities tab- Manage the litigation stages, hearings, tasks, and events.
- Documents tab –used to Organize, upload, and edit documents related to this litigation case.
- Expenses - Record your legal expenses by your staff on this litigation case.
- Time Logs - Record your time spent by your staff on this litigation case.
- The two tabs are used to link the related matter/ contracts to the matter respectively
- Settings- Define User rates, Partners percentages and Capping amount through Settings Tab