New Case
The form New Case is used to enter new legal case. Here we can enter all Case details and save it for further work.
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For practical use cases showing how to use features of Cases, see the chapter Cases in user manual.
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The form opens when we select New Case button on Case toolbar.
Below is a description of the form's features:
The Toolbar of the form New Case contains below buttons:
| Save |
Saves the case and opens Case list. When new case is saved Internal no. is created. |
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Closes the New Case form without saving entered data. |
Fields where we enter the 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. |