What a Case is and what it is for
Updated 10 October 2026 y. • v1.0.0
A Case is the central working element of the system. You can compare it to a paper folder or a binder. A Case accumulates and stores all the information on one specific legal problem of a Customer.
Recommendation:
Create a separate Case for each separate problem of a Customer, because the Case is the single point to which all related processes and documents are attached and through which they are accessed.
Create a separate Case for each separate problem of a Customer, because the Case is the single point to which all related processes and documents are attached and through which they are accessed.
Within one Case you can link:
- Issues — the plan of actions required in the Case;
- Works — the actions actually performed on the Issues;
- Contracts — legal services contracts with the Customer;
- Court cases — court proceedings started within this Case;
- Files — documents and materials related to the Case.
Information stored in a Case
1. Case number
Generated automatically; you can change it manually if needed. The number must be unique within one account.
2. Category
Defines the area of law and is used for statistics and analytics.
- Civil
- Criminal
- Administrative (APPC)
- Administrative (Administrative Code)
- Other
3. Description
A short but complete statement of the essence of the Customer's problem.
Recommendation:
Keep the description concise but meaningful — it will let you quickly recall the context of the Case later.
Keep the description concise but meaningful — it will let you quickly recall the context of the Case later.
4. Status
Reflects the current state of the Case and is used for filtering and navigation.
- new
- in progress
- completed
- canceled
Note:
You can't choose the status manually: it changes automatically depending on your actions in the system. See the article "Managing Cases" for details.
You can't choose the status manually: it changes automatically depending on your actions in the system. See the article "Managing Cases" for details.
5. Time spent
Used to track the time spent working on the Case.