Litigation cases are managed by clicking on Matters on the Navigation bar and from the dropdown click Litigation Cases.
A list of all the Cases is displayed with their details.
This interface has multiple features each with a unique function.
- That label indicates a dropdown menu where all the previously saved filter criteria or custom reports are stored. Clicking on it reveals a list of all your saved views, which can be accessed by a single click instead of manually re-entering all the criteria.
- After you have used advanced filtering to select your desired criteria, the Save As button allows you to save the filter setup.
- The Search button applies your selected filters and updates the displayed results to match your criteria. Advanced is also used to search with more filters.
- The Export button has two options where the user can export the information in excel format .The user can export all the fields or the field that he/she has selected.
- The tools Button has a list of actions that can be done to a matter or matters. User can manage filters, list hearings, archive or unarchive matters from here.
- This is an interface where all the matters are displayed once uploaded.
- Columns button is used to select the columns (fields) about matters to be displayed.
The user can then open a matter and manage it.
- General info Tab – used to Update General information related to the litigation case.
- 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