How to add a new litigation case?

Objectives

• Insert a Litigation Case in the data base

Steps

In App4Legal you can add a new Litigation Case through the quick New Button

There are 3 mandatory fields when adding a Matter: 

• Name: Name of the case , best practice is to enter information that will make this Matter easier to search for later on.
• Practice area: A customizable drop-down list to define the related area of practice for this case. Types can be for example Criminal, Financial, Civil, Labor, Real Estate and so on.
• Arrival date: When this case  reached your office, by default, it takes the current date.

Other non-mandatory fields are:

• Description: Describe the request for this Case
• Client name: A Client could be either a Company or a Contact. The Client can also be added on the fly if they didn’t already exist in the application by pressing on the “Click to add” after searching for them.
• Client Position: What is the position of your Client in this Case
• Opponent(s): Opponents could be Contacts or Companies, you can have as many opponents on a Case as is needed.
• Opponent Position: What is the position of each Opponent in this Case
• Requested by: the specific Contact person who requested for this Case
• Assigned team: Select the Team that will be working on this Matters. You can create multiple teams in the application to reflect your workplace. By default, all Users belong to the Team called All Teams.
• Assignee: The specific App4Legal user who is assigned on this case, will belong to the above chosen Assigned Team.
• Filed on: the date on which you started working on the Case, it defaults to today's date.
• Due Date: Whether a deadline is imposed by the client or from your end.
• Internal Ref Numb: A field for the internal numbering of Case 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: 

• Matter Container: In case you've defined 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.
• 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 versus the actual effort from the Time Logs that are recorded on the case.

Once you're done with filling these fields you can click Save and a new Litigation case will be added to your Litigation case Grid.

For more information about App4Legal, kindly reach out to us at help@app4legal.com.

Thank you!