Case Management

Streamline your practice with intelligent case organization, workflow automation, and progress tracking.

Overview

Case Management provides a centralized hub for organizing all aspects of your legal cases, from initial intake through final resolution.

Core tasks

Case creation and setup

1. Click New Case from the dashboard
2. Select case type and jurisdiction
3. Enter client information and case details
4. Set important dates and deadlines
5. Assign team members and roles
6. Configure case-specific workflows

Document organization

• Automatic categorization: AI sorts documents by type and relevance
• Custom folders: Create organization structures that match your workflow
• Document linking: Connect related documents and evidence
• Version control: Track all document iterations and changes
• Search and retrieval: Find documents quickly across all cases

Workflow management

• Task templates: Pre-defined workflows for common case types
• Deadline tracking: Automated reminders for important dates
• Progress monitoring: Visual dashboards showing case status
• Bottleneck identification: AI highlights workflow inefficiencies
• Automation rules: Trigger actions based on case events

Team collaboration

• Role-based access: Control who sees and edits what
• Activity feeds: Track all case-related activities
• Communication tools: Built-in messaging and commenting
• Meeting management: Schedule and document case meetings
• Knowledge sharing: Share insights and best practices

Tips & best practices

Case organization

• Use consistent naming conventions across all cases
• Create standard folder structures for each case type
• Regularly review and archive completed cases
• Use tags and labels for quick identification
• Maintain a master case calendar for deadline management

Workflow optimization

• Start with simple workflows and add complexity gradually
• Document your current processes before automating
• Use AI insights to identify improvement opportunities
• Regularly review and update workflow templates
• Train team members on new workflows before implementation

Role-based notes

For Attorneys

• Use case dashboards for quick status overviews
• Set up automated deadline reminders for court dates
• Leverage AI insights for case strategy development
• Use workflow templates to standardize case handling
• Monitor team productivity and case progress

For Paralegals

• Manage daily case administration and organization
• Set up and maintain case workflows
• Track document production and discovery
• Coordinate with clients and opposing counsel
• Prepare case summaries and status reports

For Case Managers

• Oversee case portfolio and resource allocation
• Analyze case performance and efficiency metrics
• Identify and resolve workflow bottlenecks
• Ensure compliance with firm policies and procedures
• Train team members on case management best practices

Troubleshooting

Common issues

• Case not loading: Check permissions and refresh the page
• Documents not syncing: Verify file upload status and permissions
• Workflow stuck: Check for pending approvals or blocked tasks
• Team access issues: Verify user roles and case assignments
• Performance slow: Check case size and document count

Getting help

• Check the case activity log for error details
• Verify user permissions and case access
• Contact support with specific error messages
• Review case settings and configuration
• Check system status and maintenance windows

What's next

• AI Assistant - Leverage AI for case strategy and research
• User Management - Configure team access and permissions
• System Configuration - Customize workflows and automation