> ## Documentation Index > Fetch the complete documentation index at: https://docs.bizaxl.com/llms.txt > Use this file to discover all available pages before exploring further. # Cases > Create court cases within a matter, add parties, record hearings, file caveats and interim applications, and manage exhibits and witnesses. **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. *** ## 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. ### 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](/professional-services/law-management/setup). Case form showing Matter, Service, Case No., Case Year, CNR Number, and Case Title fields | Field | Description | | -------------- | ---------------------------------------------------------------- | | **Matter** | The client file this case belongs to. | | **Service** | The court where the case is filed. | | **Case No.** | The court's assigned case number. | | **Case Year** | The year the case was filed. | | **CNR Number** | The Case Number Register identifier assigned by the court. | | **Case Title** | The title as it appears on court records (e.g. Smith vs. Jones). | Saved case record showing matter, court, CNR number, and case title *** ## 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. ### 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: | Field | Description | | ----------------- | ------------------------------------------------------------------------ | | **Rank of Party** | Their formal role in the case (e.g. Petitioner, Respondent, Intervener). | | **Party Name** | Legal name of the individual or entity. | | **Address** | Their address as it should appear on court records. | | **Advocate** | The lawyer representing this party. | *** ## 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 | Field | Description | | ---------------------- | --------------------------------------------------------------------------------------- | | **Hearing Date** | The date this hearing took place. | | **Judge** | Name of the presiding judge. | | **Purpose of Hearing** | What the hearing was listed for (e.g. Arguments, Evidence, Mention, Framing of Issues). | | **Business on Date** | A short note on what actually happened on that date. | | **Business Details** | Full notes - orders passed, directions given, what was argued. | | **Next Hearing Date** | The date fixed by the court for the next hearing. | Case History tab showing multiple hearing log entries in chronological order *** ## 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 | Field | Description | | ----------------- | ------------------------------------------------------------------- | | **Matter** | The matter this caveat relates to. | | **Petitioner** | The party filing the caveat (usually your client). | | **Respondent** | The party expected to approach the court. | | **Caveat Title** | Title of the caveat petition. | | **Service** | The court where the caveat is filed. | | **Customer Name** | Auto-populated from the linked matter. | | **Status** | Active or Expired. Update to Expired when the caveat period lapses. | *** ## 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 | Field | Description | | ------------------ | ---------------------------------------- | | **IA No.** | The court's number for this application. | | **Applied Date** | When the application was filed. | | **Party Applying** | Which party filed the application. | | **Details** | What relief is being sought. | | **Result** | Allowed, Dismissed, or Pending. | | **Decision Date** | When the court ruled on it. | *** ## 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 | Field | Description | | -------------------------- | ------------------------------------------------------------------ | | **Exhibit No.** | Court-assigned exhibit reference (e.g. Ex. P-1, Ex. R-1). | | **Date of Exhibit** | When the exhibit was admitted into evidence. | | **Description of Exhibit** | What the exhibit is - document name, nature, or brief description. | | **Remark** | Any notes about its significance, condition, or objections raised. | *** ## Witnesses Examined Record each witness who appeared and gave evidence. **Path:** Open the Case → Witnesses Examined tab → Add Row | Field | Description | | ---------------- | ---------------------------------------------------------------------------------------- | | **Witness No.** | Sequential reference (e.g. PW-1 for Petitioner's Witness, DW-1 for Defendant's Witness). | | **Witness Name** | Full name of the witness. | *** ## 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 | Field | Description | | ------------------ | ------------------------- | | **Applied Date** | When the form was filed. | | **Party Applying** | Which party submitted it. | | **Details** | What the form was for. | *** ## 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.