Case file
The firm's case: client, number, area, phase and success fee, with the financials, the work, the proceedings, the parties and the documents in tabs.
What you find on this screen
A portrait of the screen, read from the screen itself — it changes when the screen changes.
Tabs
Court calculationFinancialsWorkDocketPartiesDocuments
Available actions
Close the caseCalculateSave to the casePost feeGenerate contingency feePost costCreate taskPostFetch from the courtSave
The list shows
DateIndexTotalCalculation workingUserTypeInvoiceMirror entryPosted onTaskStatusDeadline+9
Start here
The case on one form
The Data tab holds client, number, area, stage, owner and success fee; Save stores it and stays on the form. Once saved, the tabs bring finance (acts, costs, success fee), work, progress (with court sync), parties (with the conflict alert) and documents. Close refuses while a deadline is open.
How to
Save, browse and undo
Save stores without leaving the form (Ctrl+S); Save and close returns to the list; the header arrows move from one record to the next. Delete sends the record to the list’s trash, from where Undo brings it back.
Standard list and form
The screen became the standard list: search, filters, saved views, columns, export and trash with Undo. Click the record (or New) to open the form, with the detail tabs when there are any.
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