Legal Case Management

Legal offices need one register for cases, evidence, trial sessions and the fees collected for each. This module adds case registration with categories, courts, lawyers and staff, evidence and trial records, invoice linkage and printable reports. It plugs into Employees, Contacts, Invoicing and the website portal. Clerks, lawyers and administrators each see what their group allows.

1. 1

   Set master data

   Under Master Data define Case Category, Court, Clients, Lawyers and Office Staffs. Courts hold a judge. Categories cannot be deleted once used in non-draft cases.

   • Menus: Case Category, Court, Clients, Lawyers, Office Staffs
   • Court number can be required
2. 2

   Register a case

   Under Operations open Register Case and enter client, lawyer, junior lawyer, court, category and description. Payment method can be per case or per trial. The case number comes from a sequence.

   • Client, Lawyer, Junior Lawyer, Court
   • Payment Method: Per Case or Per Trial
   • Opposite party name and lawyer
3. 3

   Confirm and follow status

   Confirm the case to move it from Draft to In Progress. Reject or Cancel is available, and the closing outcome is Won, Lost or Out of Court. Chatter and activities record the history.

   • States: Draft, In Progress, Won, Lost, Out of Court, Reject, Cancel
   • Buttons: Reject, CANCEL
4. 4

   Record evidence

   From the case press Evidence or use the Evidence menu to add evidence with its own sequence number. Each record is linked to the case. Evidence PDF can be printed.

   • Button: Evidence
   • Report: evidence document
5. 5

   Record trials

   Press Trial on the case or use the Trial menu to create a trial session record. Trials are numbered by sequence and tied to the case. Fees can be charged per trial.

   • Button: Trial
   • Trial report PDF
6. 6

   Invoice and register payments

   Invoices carry a case reference. A wizard registers invoice payments and another does a full settlement for the case. Payment follows the accounting flow.

   • Field: Case Reference on invoices
   • Wizards: invoice payment and full settlement
7. 7

   Portal case registration

   A website menu Register Case lets a logged in user submit a case form and see a thank-you page. Portal users open My Cases to review their cases. Access is limited to their own records.

   • Routes: /legal/case/register, /my/legal/case
   • Authenticated users only
8. 8

   Print reports

   Under Reporting open the case report wizard and press Print PDF for case details. Case registration, evidence and trial documents also have PDFs. Filters narrow the result.

   • Button: Print PDF
   • Four report templates

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