Overview
The "My Cases" section in the LMT Module provides powerful features that allow you to manage your cases efficiently by performing actions either individually or in bulk. This flexibility helps streamline your workflow, enabling you to handle multiple cases simultaneously with ease. Here’s how you can make the most of these features:
Actions You Can Perform on the My Cases Page
The My Cases page in LMT provides a range of actions that you can apply to individual cases or multiple cases simultaneously. Below is a detailed overview of each available action:
1. Change Follower
You can update the individual or team assigned to follow up on selected cases. This action ensures that the case is monitored and managed by the appropriate personnel or group.
Steps:
Select the cases for which you want to change the follower.
Choose the new follower from the list of available options.
Confirm the change to update the assignment.
2. Add Labels
Applying labels to cases allows you to categorize and organize them more effectively. Labels can be used to indicate status, priority, or any other relevant classification.
Steps:
Select the cases you wish to label.
Choose the appropriate labels from the predefined list or create new ones.
Apply the labels to the selected cases.
3. Create Tasks
You can generate tasks associated with specific cases and assign them to relevant team members. This ensures that all necessary actions are taken in a timely manner.
Steps:
Select the cases for which you need to create tasks.
Enter task details, including the description and deadline.
Assign the task to the relevant team member(s).
4. Assign Lawyers
Designate lawyers to handle specific cases, either individually or for multiple cases at once. This action ensures that each case is managed by the appropriate legal expertise.
Steps:
Choose the cases to which you want to assign lawyers.
Select the lawyer(s) from the available list.
Confirm the assignment to update the case management.
5. Add Manual Hearing
You can add manual hearings for one or more cases and include the necessary details. This feature helps in managing case hearings efficiently.
Steps:
Select the cases for which you want to schedule a manual hearing.
Enter the hearing details, such as date, and description.
Save the hearing information to update the cases.
6. Bulk Add Invoice
This feature allows organizations handling multiple cases to generate a single invoice for all selected cases. It is particularly useful for lawyers managing multiple cases who need to raise a consolidated invoice instead of individual ones.
Steps:
Select the cases for which you want to add a bulk invoice.
Enter the invoice details, including the amount, description, and any relevant information.
Apply the invoice to all selected cases in one go.
Save the invoice to update the records for all chosen cases.
7. Download MIS Data in Excel or PDF
Export Management Information System (MIS) data related to your selected cases into Excel or PDF formats. This feature facilitates easy analysis and sharing of case-related information.
Steps:
Select the cases for which you need to download MIS data.
Choose the desired format (Excel or PDF).
Initiate the download and save the file to your device.
8. Bulk Download Documents
Download all relevant documents for selected cases in bulk. You will receive a ZIP file containing all the documents, which helps streamline the process and saves time.
Steps:
Select the cases for which you need to download documents.
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 the relevant documents.
The ZIP folder will contain all cases that have at least 1 document in them as separate folders, for cases with no documents uploaded in them, no folder will be created
Please note that the link is valid for 24 hours.
9. Archive Cases
Move cases that are no longer active or needed into the archive. Archiving helps maintain an organized workspace and preserves records for future reference.
Steps:
Select the cases you wish to archive.
Confirm the action to move the cases to the archive.
10. Delete Cases
Permanently remove cases that are no longer relevant or were mistakenly added. Deleting cases helps in maintaining a clean and relevant case management system.
Steps:
Choose the cases you want to delete.
Confirm the deletion action to permanently remove the cases.
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.