General
On General are all information about an existing Legal Case. On the form we can change or edit the case data.
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HINT
For practical use cases showing how to use features of General tab, see the chapter Cases in user manual.
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The form opens when we select Internal no. of the Case on the Case list.
Below is a description of the form's features:
In Toolbar we can access the following content related to the case:
Toolbar also contains below features:
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Internal auto generated ID number of the legal Case with buttons to move between cases. Selecting  opens case list.
Internal no. is created when new case is Saved. |
| New |
Opens the form for adding New case. |
| Save |
Button saves the changes. |
| Delete |
Deletes existing case. |
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Button closes the form without saving entered data. |
Basic data of the new legal Case.
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Customer
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Client or multiple clients working on the case from Subject register.
The field is a required entry.
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| Status |
Select the status of the case.
You can choose between:
- In progress
- Inactive
- Finished
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| Area of law |
The legal category the case belongs to (e.g., civil, criminal, corporate). |
| Person responsible |
Person authorized from Employees to act on behalf of customer in legal case. |
| Participants |
Other participants from Employees in legal case. |
| Case Number |
Unique identifier assigned to a legal case by a court for tracking and reference purposes. |
| Dispute value |
Enter the monetary amount or financial stakes involved in a legal case, used to determine jurisdiction or court fees and select currency. |
| Short description |
A brief summary explaining what the case is about. |
| Case description |
A detailed explanation of the case background, facts, and circumstances. |
| Other party |
Opposing party or multiple parties from Subject register in legal case.
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| Representative |
Person or entity from Subject register authorized to act on behalf of other party in legal case.
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| Attorney fee schedule |
Toggle indicates whether a predefined fee structure applies to the case. |
| Opened on |
Enter opening date of the case. By default, today's date is selected. The field is a required entry. |
| Close Date |
Enter case closing date, if is known. |
| Competent court |
Court from Subject register with the legal authority and jurisdiction to hear and decide a specific case. |
| Case judge |
The judge assigned to oversee the case. |