Case Details

Additional Case Setup information is entered by selecting the icon or Case Setup menu option on the Case Menu.

· Cause Tab

Under the Cause Tab you will enter the details about the case, including your reference numbers, whether the firm is representing the plaintiff or defendant in the case, the case style, the area of practice and the cause of the action. If a choice you need is not available from one of the lists, select the appropriate button to add a new record to the list.

· Jurisdiction Tab

The Jurisdiction Tab contains the court jurisdiction setup for your case. If the court jurisdiction for the case is not available from the list of choices, press Add New Jurisdiction and complete a Court Address Book record for the new court. Thereafter, this court will be added to the list and available when setting up subsequent cases in the future.

Similarly, the Add New Judge and Add New Magistrate Judge buttons add new records to the Other Parties Database and to the list boxes. These entries will also be available when setting up cases in the future.

· Clients Tab

The Clients Tab is the place where your clients and attorneys on the case are listed. To add a new client to the case, select the client name from the drop down lists next to the Client labels. If a new client is not found in the clients database, press the Add New Client button and add the new client to the Client Database. A blank client intake form is found among the print options of the Client Database. Having the client fill out this form will make it easy to quickly create a new client record.

Once the client record exists in the Client Database, the name will be available in the drop down listbox and once selected, the magnify icon to the left of the name will appear giving you instant access to the full client record.

Follow the same procedure to add attorneys to the Other Parties Database. If an attorney is not listed in the drop down list, press Add New Counsel and create a record for yourself and other attorneys working on the case. These records will be available in the future for all cases you create.

· Opposing Tab

The Opposing Tab is the place where your opposing parties are listed side by side with the corresponding opposing counsel for each. Each opposing party is selected from the drop down list and if not present, a new record may be added by pressing the Add New Opposing Party button. Likewise, the opposing attorneys are selected and/or added using the Add Opposing Counsel button in the same manner. For each field that has a name, a magnifying glass icon appears, giving you immediate access to the entire contact record on file.

· Custom Tab

The Custom Tab is where you may enter information in the custom fields you defined when setting up the Area of Practice for the case. To add additional fields, press the Add/Edit Custom Fields button at the bottom of this tab dialog. Remember, when editing the field labels you are editing them not only for this case, but all cases that are setup with the same Area of Practice. You may wish to have multiple Areas of Practice setup for each specific type which falls in the category (i.e. Personal Injury-Auto, Personal Injury-Gen. Liability, etc.) so that the custom fields may be tailored for each specific sub-area.

· Facts Timeline

The Facts Timeline lets you enumerate case facts chronologically.

· Summary Tab

The Summary Tab displays a large text field where you may wish to describe details of your case or retain notes.

· Billing Setup Tab

Billing details that are specific to this case are contained under the Billing Setup tab.