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Case Details

The form Case Details shows all information about an existing Legal Case. On the form we can change or edit the case data.

HINT

For practical use cases showing how to use features of Cases, see the chapter Cases in user manual.

The form opens when we select Internal no. of the Case on the Case list.

Below is a description of the form's features:

Contents

  1. Toolbar
  2. Case general information
  3. Case details

1. Toolbar

In Toolbar we can acccess the following content related to the case:

  • Related cases
  • Events
  • Documents
  • Financial overview

Toolbar also contains below features:

Case Internal number.
Save Button saves the changes.
Button closes the New Case form without saving entered data.

2. Case general information

Fields where we can edit the basic data of the new legal Case.

Customer

Select client ore multiple clients of the case. We select them from Subject register.

To enter new Subject select  button and follow instructions Create new subject.
Case Number Unique identifier assigned to a legal case by a court for tracking and reference purposes.
Other party 

Opposing party or multiple parties from Subject register in legal case.

To enter new Subject select  button and follow instructions Create new subject.
Representative 

Person or entity from Subject register authorized to act on behalf of other party in legal case.

To enter new Subject select  button and follow instructions Create new subject.

3. Case details

Fields where we can edit the detailed data of the new legal Case.

Case status

Status of the case.

You can choose between:

  • In progress
  • Inactive
Competent court

Court with the legal authority and jurisdiction to hear and decide a specific case.
Person responsible Person authorized from Employees to act on behalf of customer in legal case.
Participants Other participants from Employees in legal case.
Dispute value Monetary amount or financial stakes involved in a legal case, used to determine jurisdiction or court fees and select currency.
Competent court The court with the legal authority and jurisdiction to hear and decide a specific case.
Opened on Opening date of the case. By default, today's date is selected
Completion Date Case closing date, if is known.
Case Description

Additional case description.

 

Related topics:

  User Manual for PANTHEON Web Legal

  Guides for PANTHEON Web

 

 

  

     


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