Cases

What this screen does

The Cases screen lists every case in the firm. From here you can:

Browse and filter cases by client, case type, status, and degree.
Add a new case or edit an existing one.
Open a case’s edit page and manage related records (degrees, procedures, attachments, expenses).
Delete a case (only if it has no procedures or degrees recorded).

Where it is: Sidebar → Litigation → Cases.

Tasks

How do I search for a case?

Click the Filters button above the table to open the filter panel.
(Optional) Enter a Client ID or select a Client from the list.
(Optional) Set Case Type, Case Status, or Case Degree.
Click Apply filters. Results appear in the table.
To clear filters, reopen the filter panel and click Reset.

How do I search within the results?

In the Search box above the table, type any term (client name, file code, opponent name, case number, case topic) and the displayed results filter instantly.

How do I add a new case?

From the Cases screen, click Create at the top of the page.
Fill in Case Information: client, opponent name, case type, case topic, and consultants.
Click Save. The case is created and you can open it to edit and add related records.

How do I edit a case?

In the case’s row, click Edit at the end of the row.
The edit page opens with three tabs: Case Details, Opponent Info, and Confidential Status.
Change the fields you need and click Save.
Below the form, Related records tabs appear automatically — see Related records below.

How do I delete a case?

From the table: click Delete on the case’s row, or select multiple rows and use bulk Delete.
If the case has procedures or degrees recorded, the system blocks deletion and shows a warning.
From the edit page: click Delete at the top of the page.

How do I add a task linked to a case?

Open the case Edit page.
Click Add New Task at the top of the page.
Fill in the task details and click Save. The task is created and linked to the case and client automatically.

How do I join one case to another?

Open the case Edit page.
Click Join Case at the top (only shown if the case is not already joined).
Select the case to join from the list of cases for the same client.
Click Save.

Fields and buttons

List screen (table)

Element	Function
Filters	Open filter panel for client, case type, case status, case degree
Search	Quick search across visible columns
Create	Open the new-case form
Edit	Open the case edit page
Delete	Delete the case (blocked if procedures or degrees exist)
Delete (bulk)	Delete selected cases

Table columns

Client, Code, Opponent, Case No, Case Auto Number, Case Topic, Case Type, Case Status, Case Degree.

Case information

Case Auto Number

A unique identifier for the case, generated automatically.

File Code

The file code consists of: Client ID / Client Case Number

Example: if Client ID is 50 and the client currently has 5 cases, the file code is 50/5. The next case will be 50/6.

Case Number

The case number represents the last case number within the case levels.

Create form

Element	Function
Client	Select the case’s client (required)
Opponent Name	Opponent name in the lawsuit (required)
Case Type	Case classification (required)
Case Topic	Short description of the case subject (required)
Consultants	Select one or more consultants (required)

Edit page — Case Details tab

Case topic, case auto number, consultants, numbering 1/2/3, coming date, closing date, police station no. and name, case type, client (read-only), floor, case status, case degree, hall, contract, execution representative, announcement status, notes.

Edit page — Opponent Info tab

Opponent name, home address, country, nationality, home phone, age, identity no., work address, job, work phone, email, opponent code, notes 1 and 2, mobile 1 and 2, gender.

Edit page — Confidential Status tab

Is confidential (yes/no), confidential users (shown when confidentiality is enabled).

Element	Function
Add New Task	Create a task linked to this case
Join Case	Link this case to another case for the same client
Delete	Delete the case

These appear as separate tabs below the edit form. Open any case’s Edit page to access them.

Case Degrees

Record case degrees (first instance, appeal, cassation, etc.) with court details and judgment outcome.

How to add or edit a degree:

Open the Case Degrees tab.
Click Create, select Case Degree, then fill in client capacity, court, case no., chamber, lawsuit filing date, and chamber no.
(Optional) Set Judgment: For Us / Against Us / Partially For Us — if partial, a description field appears.
To edit or delete: use Edit or Delete on the row.

Table columns: Case degree, client capacity, case number, case history, court, chamber, chamber no., judgment.

Procedures

The case’s procedures and sessions (decisions, session dates, amounts, office opinions).

How to add or edit a procedure:

Open the Procedures tab.
Click Create, fill in procedure type, decision date, session type, session date, amount (for fee-type procedures), office opinion, required action, and decision.
On a procedure row, from the actions menu: Edit, Delete, Case Procedure Notice (generate PDF), or Send WhatsApp with the attachment.
From the toolbar above the table: All Case Procedures to generate a PDF of all procedures.

Table columns: Decision date, procedure type, session date, session type, amount, office opinion, required action, decision, employee.

Attachments

Upload files linked to the case (documents, images, PDFs).

How to add an attachment:

Open the Attachments tab.
Click Create, select a Category (or create a new one), upload the File, and enter the File Name.
To download: click Download on the row.
To delete: click Delete on the row.

Table columns: File name, category, upload date.

Expenses

Manage case expenses — you can add a new expense, edit an existing one, or delete an expense.

How to add an expense:

Open the Expenses tab.
Click Create, then select an existing Expense Statement or create a new one.
Fill in the expense details and click Save.

Table columns: Expense statement, expense type, amount (with total), expense date, employee.