1. Court Case Management
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FAQ

Questions, answered

Answers about case records, review, deadlines and delivery tracking.

Court Case Management

9 questions

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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 Assign follow-up due work when a delivered result is superseded.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.

How to get started