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Role: Legal Staff - All case management tasks on this page are performed by Legal Staff (Advocates, Paralegals).
Upstream dependencies: A Matter must exist before you can create a Case. Downstream: Cases feed into Hearings (Case History), Caveats, Interim Applications, Exhibits, Witnesses, Legal Notices, and AI document analysis.

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Cases

A Case is a specific court proceeding within a matter. One matter can have multiple cases - for example, a main suit and a related execution petition.

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Create a Case

Path: Law Management → Case Management → Case → New Requires: A matter must already be open. The relevant Service (court) must be configured in Setup.
Case form showing Matter, Service, Case No., Case Year, CNR Number, and Case Title fields
Saved case record showing matter, court, CNR number, and case title

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Parties

Parties are the individuals or entities formally named in the case - your client, the opposing side, and any other named person. There is no separate party record: you enter party details directly on the Case, in a Party Information section split into two tables, one for each side of the case.

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Add Party Information to a Case

Path: Open the Case → Party Information section → Petitioner Details / Respondent Details → Add Row
Party Information section on the Case form showing Petitioner Details and Respondent Details tables with Rank of Party, Party Name, Address, and Advocate columns
Petitioner Details lists everyone on the filing side of the case. Respondent Details lists everyone on the opposing side. Both tables use the same fields:

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Case History (Hearings)

After every court hearing, log what happened in the Case History. This gives you a complete chronological record of the case’s progress. Path: Open the Case → Case History tab → Add Row
Case History table showing Business on Date, Purpose of Hearing, Business Details, and Hearing Date columns
Case History tab showing multiple hearing log entries in chronological order

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Caveats

A caveat is a pre-emptive court filing that ensures your client is heard before any order is passed against them. File one when you anticipate the other side may approach a court without giving notice. Path: Law Management → Case Management → Caveat → New Requires: A matter must exist. The relevant Service (court) must be configured.
Caveat form showing Matter, Petitioner, Respondent, Caveat Title, Service, and Status fields

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Interim Applications

An interim application (IA) is a request for temporary relief filed while the main case is pending - for example, a stay order, an injunction, or an attachment before judgment. Path: Open the Case → Interim Applications tab → Add Row
Interim Applications table row showing IA No., Applied Date, Party Applying, Details, Result, and Decision Date

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Exhibits

An exhibit is a document or object admitted as evidence in the case. Path: Open the Case → Exhibits tab → Add Row
List of Exhibits for Plaintiff and Defendant tables showing No., Exhibit No., Date of Exhibit, Description of Exhibit, and Remark columns

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Witnesses Examined

Record each witness who appeared and gave evidence. Path: Open the Case → Witnesses Examined tab → Add Row

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Court Forms

If you file an application using a standard court-prescribed form, record it here. Path: Open the Case → Court Forms tab → Add Row

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Tips

  • Log hearings the same day - details like the judge’s name and what was transacted are easy to forget. A same-day entry takes two minutes and avoids errors later.
  • Fill in Party Information as soon as the Case is created - having the Petitioner and Respondent Details tables complete before the first hearing avoids scrambling for names and addresses later.
  • Use Caveat status = Expired to keep your active caveat list clean. Expired caveats should still be retained for the record but no longer appear as active.
  • Number exhibits consistently - agree a firm-wide convention (e.g. Petitioner’s documents as P-1, P-2; Respondent’s as R-1, R-2) and apply it across all cases.
  • Record the Next Hearing Date in Case History - this is what the team uses to track upcoming court dates. Keep it current after every hearing.