Legal Case Management Help

• Installation
  • Setting up directory permissions
  • The SQL database connection
  • Personal information
• Cases
  • Introduction
  • Case participants
  • Case follow-ups
  • New case stage or status
• Clients
  • Introduction
  • Registration of clients
  • Registration of organisations
• Users
  • Introduction
  • User management
  • Role of administrators
• Tools
  • Agenda
  • Documents
• Site configuration
  • General information
  • Collaborative work
  • Office policy
  • Regional settings
• Archives
  • Introduction
  • Export archives
  • Import archives
• Reports
  • Introduction
  • Customizing a report
• Keywords
  • Introduction
  • Creating a new keyword group
  • Creating a new keyword
  • Removing or deleting a keyword
• About ...
  • Contributors
  • License and terms of use

Cases

Case follow-ups

As the case evolves, new activities related to the case should be recorded into the system: consultations with the client, research, traveling, etc. The activities for each case will help to analyse and report how time is spent for your cases.

In order to add a follow-up to a case, follow the steps:

1. Select a case from the “My cases” (accessible by clicking on “Cases” from the main menu).
2. Click on the “Follow-ups” tab in order to open the list of existing follow-ups (done activities) within the current case.
3. Click the button “New follow-up”.
4. Fill in the form “New follow-up”, containing the following fields:

   Start

   The date and hour from which is considered that the activities has started

   Time spent on activity

   duration of the activity (in hours), optional field

   Type

   type of activity (e.g. task, consulting, appointment etc.; the possible valueas are being defined by the administrator of the system)

   Description

   optional field, free text

   Sum billed

   amount, defined by the consulting centre

5. Click on the “Validate” button in order to save the form.

NB! There is one exception related to this: changing the case stage or status should be done as described in the next section, even if they also generate a new follow-up to the case.