Add Event to the case

Events in the calendar allow us to track important dates related to a legal Case, such as meetings, hearings, deadlines, and other key events.

This chapter describes how to add Event to existing Case.

Case summary For the legal dispute represented by the company Themis, the client has received a court summons to respond to the lawsuit. After entering the summons as a Subcase, the deadline for responding to the lawsuit is added to the calendar. The following steps are required: Selecting existing Subcase. Creating new Event Entering Case details Saving the Case

1. Selecting existing Case.

After logging into the PANTHEON Web Legal, the responsible person selects the module Cases and selects the Subcase to which they want to add a Event.

The Subcase is opened by clicking on the Internal No.

This opens a form Case Details.

In the next step, the user creates new Event.

2. Creating new Event

A case-related event, such as for example the deadline for responding to a lawsuit is added to the calendar.

This is done by selecting the Events tab on the Case.

A calendar of Case related Events is displayed.

A new event is created by clicking on the empty time slot in the calendar.

New event window is opened.

In the Event name field, enter the title of the event.

Then, also input the Location.

Set the date and time of the event.

The Case and Organizer fields are pre-filled based on the selected Case andUser, but they can be changed if needed.

A new Subcase is added by clicking the New button.

A form opens, similar to the one used for creating a new Case, with the difference that the Parent Case is displayed on it.

The fields are filled in similarly to the process of creating a new case.

In the Case Descrition field, a description of the Subcase is entered.

After entering all the data, in the next step, the Subcase is saved.

3. Saving the Subcase

After reviewing the Case data, the Subcase is saved.

This is done by clicking the Save button.

The Subcase is assigned an internal number(new Cost center is created) and saved to the Subcase list. 

In the following steps Events and Documentation can be added, and Financials can be reviewed.