Objectives
- Insert a Litigation Case in the database
Steps
In App4Legal you can add a new Litigation Case through the quick New Button
There are 3 mandatory fields when adding a case:
Litigation Cases can be easily added via the quick New button in the navigation menu:
You will be asked to fill out some mandatory fields and additional cases details:
First, within the General Info tab, specify the name, area of practice, case arrival date, and so on...
- Name: Enter a name for the litigation case- this will make it Name: Name of the case, best practice is to enter information that will make this Matter easier to search for later on.
- Practice areaArea: A A customizable drop-down list to define list for defining the related area of practice for this case. Types can be for example CriminalCase. For example, Criminal, Financial, Civil, Labor, Real Estate, and so on.
- Arrival dateDate: When this case reached reaches your office, by default, it takes the current date.
Other non-mandatory fields are:
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The 3 fields above are sufficient for creating litigation cases, however, you can add more information for reporting purposes. |
Additionally, you can describe the matter and identify the client requesting it, search for existing clients, or add new ones on the fly, indicate the client's position, specify the internal reference number, priority and privacy, and attach any related files if needed.
Under the More Details tab, provide some extra details such as opponents' details, dates, related people, custom fields, rates, and so on:
Opponents:
Add as many oponents as needed, search for existing oponents name or add one on the fly, and indicate their position.
Date & Time:
Some information includes:
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- Filed on: the date on which you started working on the Case , it defaults to today's date
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- Due Date: Whether a deadline is imposed by the client or from your end.
- Internal Ref Number: A field for the internal numbering of Cases that you are accustomed to using in your office, and is a searchable field.
- Matter priority: A standard list of values. Priority serves the color coding on Matter Boards.
If you click on the more fields hyperlink:
- Estimated Effort: You can add an estimate of how much effort this case will require (This can later be compared with the actual effort from the Time Logs that are recorded on the litigation case)
People:
Includes related people details such as:
- Requested by: the specific contact who requested this litigation case.
- Assignee: The specific App4Legal user who is assigned to this case, will belong to the chosen Assigned Team.
- Assigned Team: Select the Team that will be working on this case.
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By default, all Users belong to the Team called All Teams. However, you can create multiple teams to reflect your workplace. |
And the names of any related company or person as well.
More Details:
- Matter Container: In case you've defined a matter container you can link this new Matter to its related Matter Container.
- Stage: Select the Litigation Stage this Case will start in. This is a customizable list that depicts the Litigation Stages a Case can go through. ex. First Instance, Appeal, Cassation, and so on.
- Requested by: the specific Contact person who requested this Case
- Value: Enter the Case value if applicable.
- Estimated Effort: You can place an estimate of how much effort this case will require. This can later be compared to the actual effort from the Time Logs that are recorded on the case.
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- Matter Container: In case you've defined a Matter container you can link this new case to its related container.
- Value: A monetary value to this Litigation Case.
Custom Fields:
Fill out the custom fields while adding the case if necessary.
Matter Rate:
Add any specific rate for this matter as well.
Now you have added your litigation case, you can go further with additional steps such as adding related tasks, reminders, or attachments.
You can now track and manage all your litigation cases from one grid.
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Learn more about how to manage your litigation cases here. |
For more information about App4Legal, kindly reach out to us at help@app4legal.com.
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