Case Details Page | Action Keys

Upon initiating a new case, users are directed to the Case Details Page, which is equipped with various action keys to efficiently manage case specifics. This guide details each section of this essential tool:

Details Section:

The Details section of the My Case page provides a thorough overview of your case, organized into several key components. This section is designed to equip you with essential information at a glance, ensuring you have everything you need to manage your case effectively.

Key Components of the Details Section

Case Information

The Case Information component presents vital metadata about your case, including:

Date of Filing: The official date when the case was filed.
Court Details: Information about the court handling the case, including the State and City.
Case Stage: The current phase of the case, indicating its progress within the legal process.
Case Status: The current status of your case, providing insight into any recent developments.

Actions Available via the Three-Dots Menu
Learn how to access and manage case-related actions efficiently through the three-dots menu

Overview

The Three-Dots Menu offers essential features such as editing followers, applying labels, downloading files, archiving, deleting, and receiving real-time updates. Each feature is designed to enhance the user experience by improving organization, streamlining workflows, and ensuring users can efficiently manage and track cases with minimal effort.

When you click on the three-dots icon, a variety of actions can be performed to manage and interact with cases efficiently. Below is a detailed explanation of each action:
1. Edit Followers
  This feature allows you to update the individual or team assigned to follow up on the selected case. It ensures that the case is monitored and managed by the appropriate personnel or group, enabling better accountability.
  
  Steps:
  - Click on Edit Followers.
  - Choose the new follower from the list of available options.
  - Confirm the change to update the assignment.
2. Edit Labels
  Applying labels to cases allows for categorization and organization, helping to quickly identify cases based on status, priority, or other classifications.
  
  Steps:
  - Click on Edit Labels.
  - Choose the appropriate labels from the predefined list or create new ones.
  - Apply the labels to the case.
3. Download Logs
  Users can download comprehensive logs for in-depth examination and record-keeping. This feature facilitates thorough review and archival of case activities, providing easy access to historical data.
  
  Steps:
  - Click on Download Logs.
  - A detailed timeline MIS will be sent to your email.
4. Download All Files
  This action allows you to download all relevant documents for the case in bulk. You will receive a ZIP file containing all the documents, streamlining the process and saving time.
  
  Steps:
  - Click on Download All Files.
  - Initiate the bulk download process.
  - Wait for an email containing a link to the ZIP file.
  - Open the email and use the provided link to download the ZIP file to your device.
  - Extract the contents of the ZIP file to access all relevant documents.
Note: The link will be valid for 24 hours.
1. Archive Case
  Move cases that are no longer active or needed into the archive. Archiving helps maintain an organized workspace while preserving records for future reference.
  
  Steps:
  - Click on Archive Case.
  - Confirm the action to move the case to the archive.
2. Delete Case
  Permanently remove cases that are no longer relevant or were mistakenly added. This feature helps maintain a clean and relevant case management system.
  
  Steps:
  - Click on Delete Case.
  - Confirm the deletion action to permanently remove the case.
3. Update Now
  The Update Now feature provides real-time updates for the selected case, ensuring you have the most current information at your fingertips. It also displays the date and time when the case was last updated, allowing you to stay informed about recent changes or progress.
  
  Steps:
  - Click on Update Now.
  - Confirm the update action to refresh and retrieve the latest details for the case.
By leveraging these features, you can handle routine case management tasks more efficiently, ensuring that your cases are always up-to-date and accurately managed without the need for manual, repetitive work.

Additional Information

In this section, you will also find several other important fields that contribute to a comprehensive understanding of your case:

1. Linked Cases: Access details about any related cases that may influence or be influenced by the current case.

2. Client Data: View information pertinent to the client involved in the case.

3. Case Policy: Review the specific policies applicable to your case, including any relevant legal guidelines or terms.

4. Case Performance: Analyze the performance metrics associated with your case, which can assist in evaluating its progress and outcome.

5. Lawyer Performance Grid: Assess the performance of legal representatives involved in the case through visual metrics.

Navigating the Details Section

To view the details of your case, simply click the Details button. This action will open the complete overview of your case information, allowing you to easily digest all relevant details.

Editing Case Information

If you need to make any changes to your case information, you can do so through the Action menu. Select Edit Case Details to access the editing interface, where you can update any necessary information. Be sure to save your changes to ensure that your case records remain accurate and up-to-date.

Assign External Counsel

The Assign External Counsel feature enables users to assign external legal professionals to specific cases. This helps streamline case management, ensuring better organization and collaboration within the Litigation Management Module.

Key Benefits:

Efficient Case Management: Easily allocate cases to external counsels while keeping all records centralized.
Improved Collaboration: External lawyers gain controlled access to case details, ensuring seamless communication.
Enhanced Workflow: Assigning external counsel ensures timely legal actions and better case tracking.

How to Assign an External Counsel:

Go to the Case Details Page
- Open the case where you need to assign an external counsel.
Select "Assign External Counsel" Under the Action Column
- Click on the "Assign External Counsel" option.
Choose Counsel from the Drop-Down Menu and Confirm
- Select the lawyer from the list and finalize the assignment.
Notification Sent
- The external counsel will receive a email and can start working on the case.