Overview
The My Cases section is the central hub for all legal cases your organisation is tracking. It stores both auto-identified and manually added cases in one place, giving you a consolidated view of case numbers, titles, courts, stages, hearing dates, and hearing status.
Accessing My Cases
Click My Cases in the left-hand navigation bar.
Case List View
The My Cases page displays all your cases in a table with the following columns:
Case Number -- the unique identifier assigned to the case
Title -- the name of the case and parties involved
Court -- the court where the case is filed
Stage -- the current stage of the case
Prev. Date -- the date of the last hearing
Next Date -- the date of the next scheduled hearing
NDOH Remarks -- remarks associated with the next date of hearing
Hearing Status -- indicates whether a hearing is scheduled for today or upcoming
Action -- quick access to Ask AI for that case
The Ask AI option in the Action column now draws from cross-workspace context including your Vault files, Projects, Styles, and Attachments, giving you richer and more contextually accurate responses for each case.
Case Status Tabs
Use the tabs at the top of the page to filter cases by status:
All -- displays every case in your tracker
Ongoing -- displays cases that are currently active
Disposed -- displays cases that have been closed or disposed of
Archive -- displays cases that have been archived
City Names -- filters cases by city
+ View -- create and save custom views
Auto and Manual Cases
Cases in My Cases are stored in two ways:
Auto
Cases identified by the system through your keyword groups and added from the New Cases section. These receive automatic updates from court records.
Manual
Cases added by you directly, such as labour cases, PLA cases, and FSSAI cases, or cases where online court systems are not functioning. Manual cases do not receive automatic updates unless mapped to a system-identified case.
Filter
Click the filter icon at the top right of the table to narrow down your cases list.
Select a filter attribute from the Where dropdown.
Choose IS or IS NOT to define the condition.
Enter the value to filter by.
Click Add Filters to apply additional conditions, or Reset Filters to clear all filters.
Click Show Results to update the list.
Generate Report
Click the download icon at the top right of the table to export your cases list. Select either PDF or Excel. The report will be sent to your registered email address and is valid for 24 hours.
Explore With Codex
Click Explore With Codex at the top right of the page to run AI-powered queries across your cases, such as identifying dormant cases, upcoming hearings, or stuck matters.
Case Lifecycle Activities Email Alert
You can now receive email notifications when a case is deleted, archived, or restored. This alert keeps relevant stakeholders informed of any lifecycle changes to cases without needing to check the platform manually.
This alert is configurable under Settings → Email Alerts in the Litigation module. Refer to the Email Alerts in the Litigation Module article for full configuration details.
Conclusion
The My Cases section brings together all your tracked litigation in one place, making it straightforward to monitor progress and stay on top of critical hearing dates. Keeping your case list up to date ensures that the filters, reports, and AI tools in the tool work accurately.