Overview
The Case Details page is the central hub for all information related to a specific case. It is accessible by clicking on any case from the My Cases list and contains seven tabs: Hearings, Listings, Docs, Details, Tasks, Spends, and Logs. The Legistify AI panel on the right provides AI-powered tools for each case.
Case Header
At the top of the page, you will find:
Case title and party names
Court name, Case Type, and Stage
Case Number and CNR
Case Status and Tracking Type
Labels applied to the case
Hearings Tab
Displays all hearings associated with the case. Each entry shows the hearing date, court, and judge. For upcoming hearings, a Hearing Prep. button is available. For past hearings, you can click Done to mark them as complete or Notes to add notes. Click the document icon to view hearing-related files.
Listings Tab
Displays all cause list entries for the case. Each entry shows the date, item number, and the bench of judges. Click the download icon to save the listing, or the document icon to view the associated file.
Docs Tab
Displays all documents uploaded for the case. Each entry shows the document name, who uploaded it, and the upload date. Click the download icon to save a document, the email icon to share it, or Ask AI to run an AI query on that document.
Details Tab
The Details tab contains the following sections:
Case Details
Displays key fields including Date of Filing, Date of Closure, Disposed Date, Case Manager, Case By/Case Against, Case Category, Complainant Address, Case Settlement, Case Division, Case Department, Unique ID, Loan No., Lawyer Notification, Email Alert, Key Action, Court Number and Judge, Case Added By, and Case Summary. Click the edit icon to update any of these fields.
Parties Involved
Lists all parties associated with the case along with their roles and advocates.
Product Details
Displays product-related information linked to the case.
Linked Cases
Shows any related cases linked to this one. Click the edit icon to add or update linked cases.
The Details tab may contain additional sections depending on your organisation's configuration.
Tasks Tab
Displays all tasks created for the case. Each entry shows the task type, title, assignee, deadline, status, and description. Click the edit icon to update a task or the delete icon to remove it.
Spends Tab
The Spends tab contains two sections:
Budget
Displays financial fields including Amount Claimed, Amount Exposure, Contingent Liability Amount, Contingent Liability, Contingent Assets, Remark, Spends Total Amount, Spends Paid Amount, and Spends Unpaid Amount. Click the edit icon to update these fields.
Spends
Displays individual spend entries for the case. Click + Add to record a new spend.
Logs Tab
Displays a chronological timeline of all activity on the case, including stage changes, hearing updates, file uploads, task creation, and system updates. Each log entry shows the action, who performed it, and the date and time.
Actions Menu
Click the hamburger icon (≡) at the top of the Legistify AI panel to open the Actions menu. The following options are available:
Edit Case Details Update the case information fields in the Details tab.
Update Hearing Add or update hearing information for the case.
Upload Document Upload a new document to the case.
Create Task Create a new task linked to the case.
Assign Case Manager Assign a case manager to the case.
Assign External Counsel Assign an external lawyer to handle the case. Select the counsel from the dropdown and confirm. The external counsel will receive an email notification. To add a new external counsel, go to Resources > My Counsels and click Add Lawyer.
Edit Followers Update the individual or team assigned to follow up on the case.
Edit Watchers Add or update watchers on the case.
Edit Labels Add or change labels applied to the case.
Download Logs Download a detailed timeline MIS report for the case. The report will be sent to your registered email address.
Download All Files Download all documents associated with the case as a ZIP file. A download link will be sent to your registered email address and is valid for 24 hours.
Archive Case Move the case to the archive. It will no longer appear in your active case list but remains accessible from the Archive tab.
Delete Case Permanently remove the case. This action cannot be undone.
Update Now Fetch the latest available information for the case from the court database. The last updated date and time are shown at the bottom of the Actions menu.
Legistify AI Panel
The AI panel on the right provides the following tools:
Translate Files -- translates case documents into your preferred language
Summarise Files -- generates a summary of the case documents
AI Generated Summary -- displays an automatically generated summary of the case's latest activity
You can also type a question directly into the Ask Legistify AI input at the bottom of the panel. AI outputs are built to assist and do not constitute legal advice.
Conclusion
The Case Details page brings together all case information, documents, tasks, financials, and activity logs in one place. Using the Actions menu alongside the Legistify AI panel ensures that every case is well-managed and up to date.