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Case List: All Cases of the Firm with Filters and Notices

The “Cases” overview lists every case in one row with file number, title, attention notices, client and last activity. With the search and the filters for status, area of law and lawyer you narrow the list, and with “New case” you create a matter. The label “Sample case” marks prepared cases on which you try out the functions without your own client data. This way you keep track of which case needs attention even with many mandates. See also the column selection, with which you adapt the table.

To the feature: The case file that thinks along →Watch the video →

All recordings use fictional sample data – no real cases, people or file numbers. AI output can contain errors and does not replace legal advice.