Complaints

What this screen does

The Complaints screen lists partial complaints registered at the firm. From here you can:

• Add and edit complaints.
• Filter by status, entity, or client.
• Convert a complaint into a legal case.
• Update a complaint’s status without opening the full edit form.

Where it is: Sidebar → Litigation → Complaints.

Open in AQL

Complaints on the web

Requires sign-in. If you are not logged in, you will be redirected to the login page first.

Screenshot

A real screenshot will be added soon. Use the link above to open this screen in AQL.

Tasks

How do I search for a complaint?

1. Use table filters: Status (multiple), Entity (multiple), or Client.

2. Click Apply filters if prompted.

3. Or use the Search box above the table (client, opponent, title, details).

How do I add a complaint?

1. Click Create at the top of the page.

2. Fill in: client, opponent name, complaint title, details (optional), and entity.

3. Click Save.

How do I convert a complaint to a case?

1. In the row’s action menu, choose Convert to Case.

2. Confirm. The system creates a new case with the client, opponent, and complaint topic.

3. The complaint status updates and the new case edit page opens.

Convert to Case is hidden if the complaint is already linked to a case.

How do I update a complaint’s status?

1. From the row action menu, choose Update Status.

2. Select the new Status.

3. Click Save.

How do I edit or delete a complaint?

From the row action menu: Edit for the form, or Delete to remove the complaint.

Fields and buttons

Create / edit form

Element	Function
Client	Select client (required)
Opponent Name	Opponent name (required)
Complaint Title	Short title (required)
Details	Additional description
Entity	Entity classification (required)

Table filters

Element	Function
Status	Filter by multiple statuses
Entity	Filter by multiple entities
Client	Filter by a specific client

Row actions

Element	Function
Convert to Case	Create a case from the complaint
Update Status	Quick status change
Edit	Open edit form
Delete	Remove the complaint
Create	New complaint (top of page)

Table columns

Client, opponent name, complaint title, details, entity, status, case (link if converted), created at.

Common issues

• Can’t find Convert to Case? The complaint is already linked — check the Case column.
• Case not created? Confirm you have permission to create cases.
• No results? Clear filters and try search again.