Master data is the first view of every case file and contains the case’s basic information. From here, you maintain the case name, responsibilities, and the technical user.
Overview of sections
- Additional information – the firm’s internal case number, the responsible handler, and optional hashtags for your own organization. Use Edit to change the values.
- Case name – the name (case caption) and a freely chosen description of the case.
- Case origin – where the case comes from (e.g. client portal, manual entry, interface).
Editing values
Clicking Edit switches the relevant block into input mode (use Discard to cancel). Save your changes with Save:
- Attorney case number – your firm’s internal case number (freely assignable, independent of the automatic DEPLAW case number shown top right).
- Handler – the responsible person from your team; use the selector to change responsibility.
- Note – an internal note about the case.
- Hashtags – freely assignable tags (e.g.
#TrafficLaw), which you can later filter by in the case overview. - Name / Description – case caption and short description of the case.
Case status
Directly below the case header is the status of the case. Use the pencil icon to open a selection field and choose the status from a fixed list:
- New case.
- The case has been accepted.
- The case has been declined.
- The case has been closed out of court.
- Billing is being reviewed.
Clicking Save applies the new status. It follows the case through its lifecycle — from acceptance to case closure — and is available to workflows as the variable AKTE_STATUS (see variable reference). A status change can also trigger a corresponding notification to the client.
Technical User
If the case file doesn’t yet have a technical user, an alert banner points this out. Use Add technical user to link the client as the technical user — a prerequisite for features such as the client portal and automatic notifications to work.