Overview
The Ancillary Section allows you to record supplementary information beyond the standard case fields. It includes pre-configured sections such as Client Data, Case Policy, Case Performance, and Lawyer Performance Grid, as well as custom sections created by your organisation. All ancillary sections are accessible and editable through the Edit Case Details panel.
Accessing the Ancillary Section
Open any case from the My Cases list.
Click the hamburger icon (≡) at the top of the Legistify AI panel to open the Actions menu.
Click Edit Case Details to open the editing panel.
Scroll down past the standard case fields to find the ancillary sections.
Pre-Configured Sections
The following sections are available by default:
Client Data Record client-specific details related to the case, such as client history or preferences relevant to case handling.
Case Policy Document policies, guidelines, or procedural instructions specific to the case.
Case Performance Track and record performance metrics associated with the case.
Lawyer Performance Grid Record and assess the performance of lawyers associated with the case.
Click the edit icon next to any section to update its fields. Click Save to confirm your changes.
Ancillary Details
Below the pre-configured sections, the Ancillary Details area displays any custom sections created by your organisation. These sections are tailored to capture information specific to your organisation's case management requirements.
Adding a New Ancillary Section
Click Add New at the top right of the Edit Case Details panel to create a new custom ancillary section. Enter the section name and configure the fields as required.
Conclusion
The Ancillary Section ensures that all supplementary case information is captured and organised alongside standard case data. Keeping these sections up to date provides a more complete record for your team and any external counsel involved in the case.