Manage my cases

Create a case, track its hearings and deadlines, take notes and keep track of fees.

For: Lawyer · Pro

Steps

1. Open “Cases” and click “New case”.

   

2. Give it a title, choose the client (or “New client” to add one), the court, the case number and the stage, then “Create case”.

   

3. On the “Hearings” tab, click “Add a hearing or deadline”: you get an email reminder 7 days and then 1 day before.

   

4. After a hearing, “What happened?” records the outcome; an adjournment automatically creates the next hearing.

5. The “Notes” tab keeps your encrypted notes; “Fees” tracks the agreed amount and the payments received.

Good to know

• A note or a date can be shared with a client who has an account: they see it in “My cases” and get a reminder the day before.
• Fees and private notes are never visible to the client.
• Deleting a case also deletes its notes and documents. To close it, set its status to “Closed”.

Read next

• My clients, including those outside the platform Find your clients, add those without an account and keep a private memo.
• Write and organise my documents Write your deeds and letters, upload your files and file them in your cases.

Cases and clients

• My clients, including those outside the platform Find your clients, add those without an account and keep a private memo.
• Read my clients' feedback The ratings and comments left after your consultations.

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