Working with Cases

Cases are created by Practice Area.  Think of cases like folders on your computer. In Case.one, you create a case, give it a name, and it becomes the place where all of the events, documents, tasks, bills, etc., related to that case are stored.  When a case is created a Reference Sheet is opened that includes all the data fields that are collected for the case, like client data, court information, etc.  The Reference Sheet can be customized for your use for any practice area.

Open a Case

  1. From the Main Menu click on CASES.
  2. Click on the + button at the bottom right of the screen.
  3. Select Create case.
  4. Complete the New case card.

    - Choose Folder 
    - Practice Area 
    - Assignee
    - Case name

  5. Click ADD.
  6. The new case will appear in the folder selected in step 4 and under Cases. Click on the Case name to open the Reference Sheet.

    Note:  the Reference Sheet is used to capture all data related to the case.

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Granting Access to a Case

You can customize access to your cases as required. You can deny access, allow viewing, editing, or deleting.

  1. From the Main Menu click on CASES.
  2. Open the case by clicking on the case name.
  3. Click on SETTINGS on the top menu bar.
  4. In the Case Users block click on Enter user or group name.
  5. Select the User in the drop-down list.
  6. Set the access level by clicking on View; then click on appropriate level.

    - View
    - Commenting
    - Edit
    - Administration

    Note: if you created the case you will have full rights and access level and will be set to Creator.

  7. To deny access click on the ellipse '•••' on the right side of the user’s entry. Select Delete; then confirm the deletion.  The user will no longer have access to the case.

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Editing a Case

  1. From the Main Menu click on CASES.
  2. Locate the case in its folder.
  3. Click on the case name to open the case.
  4. Go to the data block you want to edit and fill in the empty fields.
  5. Make edits to any completed fields.
  6. Save any changes by clicking Save at the bottom of the screen.

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Archiving a Case

  1. From the Main Menu click on CASES.
  2. Locate the case in its folder.
  3. Click on the case name to open the case.
  4. Click on the ellipse '•••' on the top right of the panel and select Move Case to Archive.

    Note:  Once archived the case may still be deleted by selecting the ellipse '•••', then selecting Delete case. Once deleted the case cannot be recovered.

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