The case file is the central workspace for a single case. Everything belonging to a matter – master data, correspondence, participants, deadlines, running workflows, and case finances – is bundled here in one place. You open exactly one case file per case and navigate it via the tabs on the left edge.
Opening a case file
You open a case file from the case overview:
- In the dashboard, select the Cases tab.
- In the case list, click the case number of the case you want.
- The case file opens; at the top you see the case caption, case number, and mandate date, and on the left the case file’s tabs.
Back to dashboard (at the top) takes you back out of the case file.
The case file tabs
Each tab on the left edge is its own area of the case file:
| Tab | Content |
|---|---|
| Master Data | Basic case data: case caption, practice area, case number, responsibilities |
| Documents | The entire correspondence, chronologically |
| Participants | Clients, opposing parties, courts, and other participants |
| Follow-ups | Deadlines and appointments for this case |
| Workflow | Automated processes running on the case |
| Claim Table | Principal and ancillary claims with history |
| Booking Account | Bookings and client funds for the case |
| Transfers | Outgoing payments for the case |
| Invoices | Invoices for the mandate |
| Forward Forms | Forms for gathering follow-up data from the client |
| Case Closure | Closing and archiving the case file |
| Placeholders | Case-related values for templates and letters |
The action bar
Above the case file content, you’ll find the most important actions for the case:
- Upload – add an external file to the case file
- Note – record an internal note
- Document – generate a document from a template
- Email – compose and send an email
- Form – start a dynamic form
- Export – export content from the case file