Overview
The My Cases page allows you to select one or more cases and apply actions to all of them at once using the bulk action toolbar. This saves time when managing a large number of cases.
Here’s how you can make the most of these features:
Accessing Bulk Actions
Select one or more cases using the checkboxes on the left of the table. A bulk action toolbar appears at the top of the page showing all available actions. To deselect all cases, click the X at the left of the toolbar.
Available Actions
AI Diligence Run an AI-powered diligence check across the selected cases.
Change Followers Update the individual or team assigned to follow up on the selected cases.
Watchers Add or update watchers on the selected cases to keep relevant team members informed of any developments.
Add Labels Apply labels to the selected cases to categorise and organise them. Choose from existing labels or create new ones.
Create Task Create a task linked to the selected cases. Enter the task description, deadline, and assign it to the relevant team member.
Assign Lawyer Assign a lawyer to handle the selected cases. Select from the list of available lawyers and confirm the assignment.
Assign Case Manager Assign a case manager to the selected cases to ensure each case has a designated point of contact.
Add Manual Hearing Schedule a manual hearing for the selected cases. Enter the hearing date and any relevant details.
Add Invoice Generate an invoice for the selected cases. Enter the amount, description, and any other relevant details, then save to update the records.
Download Excel Export the selected cases as an Excel file for offline analysis or reporting. The file will be sent to your registered email address and is valid for 24 hours.
Download PDF Export the selected cases as a PDF report. The file will be sent to your registered email address and is valid for 24 hours.
Bulk Download Documents Download all documents associated with the selected cases as a ZIP file. A download link will be sent to your registered email address and is valid for 24 hours. Only cases with at least one document will have a folder in the ZIP file.
Archive Move the selected cases to the archive. Archived cases are removed from the active case list but remain accessible from the Archive tab.
Delete Permanently remove the selected cases. This action cannot be undone.
Conclusion
Bulk actions reduce the time spent on repetitive case management tasks by letting you update, assign, export, or organise multiple cases in a single step. Selecting cases carefully before applying bulk actions ensures changes are applied only where intended.