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Court Case Management
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Court Case Management · Available now

Keep each matter, decision and deadline in view.

Court Case Management organizes a client matter from intake to a reviewed outcome. A Matter Coordinator opens a numbered matter for an organization, assigns its owner and matter type, and records event lines, supporting attachments and dated obligations.

Start now Download Proto
  • No per-user fees
  • Manual work is free
  • Configure it in Proto
OverviewMatter workboard
Court Case Management · Matters

Matter workboard

Matters in one list

New matter
Matters in view
6
Intake
2
Engaged
2
Active
1
Intake2
Harbor lease disputeCivil injury claim
Cedar Vale probate petitionCommercial contract dispute
Add
Engaged2
Willow Street injury claimLand use challenge
Ridgeway zoning challengeEmployment claim
Add
Active1
Northbank permit appealFamily custody review
Add
Review1
Eastmere contract enforcementFamily custody review
Add
Harbor lease disputeMatters · MTT-89107
Intake
OwnerLeila Brooks
Matter typeCivil injury claim
OrganizationEastmere District Registry
Independent decisionMTT-89107 · Harbor lease dispute

Supervising Attorney approves, returns or rejects the reviewed revision.

Waiting for Supervising Attorney
ApproveReturn
Example screen with sample data
Tables, ready to use
14
Saved views
13
Roles with set permissions
5
Reports and dashboards
8
Features

One working place for each matter

Every feature works on the same records. Pick one to see the screen your team works in.

Matters

Keep the case owner, current stage and supporting work with each matter.

  • Intake and engagement
  • Review boundary
  • Completion
  • Matters
  • Matter types
  • Matter events
  • Matter deadlines
  • Record attachments
  • Review decisions
Explore matters
OverviewMatters awaiting review
Court Case Management · Matters

Matters awaiting review

Matters

New
NumberSubjectStatusRevisionOwnerOrganization
MTT-84360Harbor lease disputeReview380Omar RahmanNorthbank Civil Court
MTT-80084Willow Street injury claimReview230Nina CalderNorthbank Civil Court
MTT-56477Northbank permit appealReview950Daniel OkaforEastmere District Registry
MTT-93002Eastmere contract enforcementReview500Nina CalderCedar Vale Legal Office
MTT-42282Cedar Vale probate petitionReview410Samir CostaSilverfen Appeals Office
6 of 6 records
Harbor lease disputeMatters · MTT-84360
Review
Revision380
OwnerOmar Rahman
OrganizationNorthbank Civil Court
Example screen with sample data
Process

From intake to reviewed outcome

Matter preparation to reviewed outcome ships ready to use. 2 steps need a named approval before the work moves on: Independent decision (Supervising Attorney) and Correction review (Supervising Attorney).

Drag a card to another stage, or focus it and use the arrow keys. It updates to match the stage.

  1. Matter intake

    Open a numbered matter under the right organization, type and owner.

    Harbor lease disputeMTT-89107 · Matter Coordinator
    Matter intakeBy Matter Coordinator

  2. Evidence preparation

    Connect event detail and supporting documents to the case.

    Harbor lease disputeMTT-89107 · Matter Coordinator
    Evidence preparationBy Matter Coordinator

  3. Deadline review

    Assign due work and check what remains open.

    Harbor lease disputeMTT-89107 · Matter Coordinator
    Deadline reviewBy Matter Coordinator

  4. Independent decision

    Have a separate attorney decide on the exact revision.

    Harbor lease disputeMTT-89107 · Supervising Attorney
    Independent decisionBy Supervising Attorney
    ApprovalSupervising Attorney approves, returns or rejects the reviewed revision.

  5. Outcome delivery

    Track the approved result through its receipt and reference.

    Harbor lease disputeMTT-89107
    Outcome delivery

  6. Correction review

    Review a successor revision and assign follow-up work.

    Harbor lease disputeMTT-89107 · Supervising Attorney
    Correction reviewBy Supervising Attorney
    ApprovalSupervising Attorney decides on the corrected successor revision.

Start with Matter intake

Inside a record

Keep source and delivery references

Open any matter to see its matter deadlines, the roles that work on it, its process stages and its approvals on one page.

  1. 1
    Record details

    Owner, Matter type and Organization.

  2. 2
    Matter deadlines

    Each line is linked to this matter.

  3. 3
    Who works on it

    Supervising Attorney, App Administrator and Matter Coordinator, each with their own permissions.

  4. 4
    Process stages

    Organization setup and Matter intake, with the role that acts.

  5. 5
    Approvals

    Independent decision and Correction review, with who decides.

Matter workboardHarbor lease dispute
Court Case Management · Matters

Harbor lease dispute

Civil injury claim · Intake

Log activity
1
Record details
OwnerLeila Brooks
Matter typeCivil injury claim
OrganizationEastmere District Registry
2
Matter deadlines

Harbor lease dispute

TitleDue atStatus
File answer to lease complaint24 OctOpen
Submit medical records index01 NovIn progress
Serve permit appeal notice27 OctOpen
Matter deadlines
6
3

Who works on it

  • Supervising AttorneyManage review decisions
  • App AdministratorManage matter types
  • Matter CoordinatorManage matter deadlines, matter events, Matters, record…
4

Process stages

  • Organization setupApp Administrator
  • Matter intakeMatter Coordinator
5

Approvals

  • Independent decisionSupervising Attorney
    Approved
  • Correction reviewSupervising Attorney
    Waiting
Example screen with sample data
Approvals

Decisions tied to the case revision

OverviewApprovals
Court Case Management · Overview

Approvals

Signed in as Supervising Attorney

Waiting for you

4 To review1 Overdue2 Decided todayOnly mine
0 selectedApproveReturn
  • MTT-84360Harbor lease dispute
    Northbank Civil CourtRequested by Omar Rahman
    Review2dActions
  • MTT-80084Willow Street injury claim
    Northbank Civil CourtRequested by Nina Calder
    Review2dActions
  • MTT-56477Northbank permit appeal
    Eastmere District RegistryRequested by Daniel Okafor
    Review2dActions
  • MTT-93002Eastmere contract enforcement
    Cedar Vale Legal OfficeRequested by Nina Calder
    Review4dActions

Who approves what

DecisionApprover
Independent decisionHave a separate attorney decide on the exact revision.Supervising Attorney
Correction reviewReview a successor revision and assign follow-up work.Supervising Attorney
2 approval rules · set per role in Proto
Example screen with sample data
Who can approve what
Roles

A workspace for each role

Everyone opens Court Case Management to the work that is theirs. Pick a role to see what it starts with.

Supervising Attorney

Reviews independent assigned work: record entry on Review Decisions only, read-only on every other table. Reviewers cannot approve their own preparation; the workflow guards enforce reviewer independence.

This is the first screen this role sees.

OverviewMatter workboard

Matter workboard

Matters · Supervising Attorney

Intake2
Harbor lease disputeCivil injury claim
Cedar Vale probate petitionCommercial contract dispute
Add
Engaged2
Willow Street injury claimLand use challenge
Ridgeway zoning challengeEmployment claim
Add
Active1
Northbank permit appealFamily custody review
Add
Review1
Eastmere contract enforcementFamily custody review
Add
Example screen with sample data

Roles and permissions

Reports

See due work and decision history

Review case state, due work, decisions, evidence and execution exceptions.

Overview
Court Case Management · Overview

Court Case Management dashboard

This quarter

Matter deadlines in view
6
Open
3
In progress
3
Due at within 14 days
3

Matters by status

How far records got this quarter

StageReachedStep
Intake31
Engaged723%
Active229%
Review150%

Number of matters by status

Sample counts per stage

0
-20Intake
-50Engaged
-20Active
-50Review
-60Closed
Example screen with sample data
  1. 01Matter status by organization

    Compare matters by organization, matter type, status and owner.

  2. 02Deadline exposure

    List open and in-progress deadlines by due date, owner and source matter.

  3. 03Review decisions by revision

    Show decision, reviewer, reason and date for each reviewed matter revision.

  4. 04Evidence verification

    Compare attached records by verified state, verifier and source matter.

  5. 05Event outcomes

    Summarize pending, accepted and rejected event lines by parent matter.

  6. 06Execution exceptions

    Show failed or reconciliation-required receipts with their source revision and failure reason.

  7. 07Matter transition history

    Group state changes by source matter and revision with actor, time and reason.

  8. 08Completed matter outcomes

    Review closed matters by completion date, decision reason and delivery reference.

All reports and dashboards

Who it's for

Case work for legal teams

See how Court Case Management fits your kind of team.

Law firms

Coordinate attorney review and assigned case work across firm matters.

Legal departments

Give in-house case teams a clear owner, reviewer and decision trail.

Courts and case offices

Track assigned case records, dated obligations and reviewed outcomes.

Controls

Trace corrections and execution results

Each stage of matter preparation to reviewed outcome names the role that acts and the status it records, so a change is never anonymous.

OverviewMatter preparation to reviewed outcome
Court Case Management · Process

Matter preparation to reviewed outcome

Each stage, the role that acts and the status it records

Process stages
10
Approval steps
2
Roles involved
4
Tables touched
12
Matter engagement
Matter Coordinator
StatusIntake → Engaged
RecordsState history, Matters
Review submission
Matter Coordinator
StatusActive → Review
RecordsMatters
Outcome deliveryApproval
Any role with access
StatusReview → Closed
RecordsExecution attempts, Operation receipts, Operation steps
Matter preparation to reviewed outcome
  1. Start
    Matter engagementIntake → Engaged
    State history
  2. Step
    Review submissionActive → Review
    Matters
  3. Approval
    Independent decisionSupervising Attorney
    Review decisions
  4. Approval
    Outcome deliveryReview → Closed
    Execution attempts
  5. Approval
    Correction reviewSupervising Attorney, Matter Coordinator
    Review decisions
Example screen with sample data

See each stage in detail

AI agent

Ask Proto about the case record

Use Proto to inspect case work and prepare questions for the right owner.

It can

  • Matter Coordinator: Show assigned matters with open deadlines and the next due date.
  • Supervising Attorney: Gather the event lines and verified attachments for a pending revision review.
  • Auditor: Trace a closed matter from review decision to operation receipt and state change.

Stays with a person

  • The legal team owns case dates, reviewer independence and the decision on each matter revision.
  • Proto can organize linked records and prepare a comparison, but the Supervising Attorney makes the review entry.
  • Confirm an external filing or delivery through its source acknowledgement before treating the action as complete.

Set up an agent

Integrations

Connects to the tools you use

Set up connections through ERP.AI and Proto workflows, with every change logged.

  • Court Case Management
  • Court filing or exchange system
  • Document source
  • Identity source
  • Case source
Data model

Your data, in tables you can change

Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.

Browse all 14 tables
14tables
  • Matters7
  • Deadlines5
  • Events and evidence5
  • Independent review5
  • Execution and history7
  • Organizations and types5
Implementation

Roll out one team at a time

Start with one team and one process, then add the rest once the basics are running.

  1. Agree case ownership

    Identify the organizations, matter types, coordinators and independent attorneys who will run the first case cycle.

  2. Map existing records

    Preserve matter numbers, source event identifiers, document references, opening dates and assigned owners. Review field mappings by matter type.

  3. Configure the pilot

    Bring in a bounded set of cases with due work and supporting evidence. Set role access to the responsible organizations.

  4. Rehearse decisions

    Return one case, correct it and approve the successor revision. Confirm that the earlier decision and evidence remain available.

  5. Trace delivery

    Compare the approved revision with its operation receipt and external result reference. Test a failed or uncertain attempt before releasing live work.

Read the implementation plan

Pricing

$0per user

The base account and everyday work in the ERP.AI app are free, for every user.

  • No per-user or per-seat fees
  • Viewing, editing, approving and exporting records in the app is free
  • Pay only for machine work: API calls, imports, workflows and AI agents
  • Prepaid credits from $5. Purchased credits never expire

Pricing details

Machine work rate card Included per $1 of credit

Machine work rate card
UsagePer $1
Record reads (list, filter, get)20,000
Search or aggregate queries4,000
Record writes4,000
Imported or synced records200,000
Workflow runs2,000
AI agent runs2,000
Scheduled jobs or webhooks20,000
File uploads (MB)2,000
CSV or PDF exports100
FAQ

Questions, answered

Scope, rollout and pricing for Court Case Management.

All questions
How do I get started?

Click Get started, then use Proto to configure Court Case Management for your business. Pilot one organization, an active matter type and a case with a deadline, document and independent review decision.

What is the main case record?

A matter holds the case number, subject, opening date, owning organization, type, assigned owner and status. Its workspace brings the supporting events, review decisions and state history together.

How are deadlines assigned?

Each deadline belongs to a matter and a named team member. Its due date, working state, completion date and resolution remain visible with the case.

Can we attach case documents?

Yes. Supporting attachments keep a file, title, document date, external reference, verification state and source matter. Event lines can carry their own source references and outcomes.

Who makes the review decision?

A Supervising Attorney records the decision on the specific matter revision. The coordinator prepares the case; the reviewer records an approval, return or rejection with a reason.

What happens when a reviewed case changes?

Prepare a successor revision and obtain a new independent decision. Keep the earlier evidence, decision and execution trace available. Assign follow-up due work when a delivered result is superseded.

How can we check delivery?

Compare the approved source revision with its operation receipt, ordered steps, attempts and external result reference. Investigate uncertain or failed attempts against the destination before retrying.

Can we import existing matters?

Map organizations, team members and matter types first. Preserve matter numbers and stable source identifiers, then reconcile a representative case with its events, attachments, deadlines and review history.

What drives the cost?

Review the pricing page for current platform rates and the implementation scope. Estimate imports, connected work and agent activity from your first operating cycle.

Set up Court Case Management your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

Start now Download Proto

How to get started

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