Case detail
Work inside a matter with summary parties, tabs, documents, and billing.
Opening a case from Cases takes you to the case workspace, where matter information and related work are organized by tab.
Use case header actions
The case header provides shortcuts for work that belongs to the current matter:
- Add Timer starts billable time on the case.
- Add Event creates a calendar entry linked to the case.
- Add Note creates a dated note with an optional reminder.
- Close Case changes the matter lifecycle.
- Reopen Case returns a closed matter to an editable state.
Review the summary
The summary can show parties such as plaintiff, defendant, insurer, adjuster, opposing counsel, and judge. Depending on the case type and configuration, it can also show criminal-related roles such as prosecutor, officers, or bondsman. These role tiles provide context for the matter and may be display-only.
Use Contacts to locate people and companies before assigning them to a case. See Contacts for contact management.
Use case tabs
| Tab | Purpose |
|---|---|
| Case Summary | Review the matter overview and party tiles. |
| Case Detail | Review custom fields for the case type. |
| Liens | Track lien information. |
| Injuries / Medical Expenses | Review injury and medical cost data. |
| Expenses | Review case expenses. |
| Settlement | Track settlement information. |
| Witnesses | Maintain the witness list. |
| Discovery | Review providers and history requests. |
| Notes & Events | Review activity for this matter. |
| Documents | Browse the matter's document folders and files. |
Closed cases
A closed case is read-only until you reopen it. Confirm that reopening is permitted under your firm's procedures before using Reopen Case.
Check the case name and parties before adding a note, event, document, or time entry. Matter activity is tied to the case you have open.