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- Court Case Management
- Get started
Get Court Case Management running in four steps.
Start with one real matter path and a named review owner.
Create your account
Click Start now and create your ERP.AI account.
Start nowDownload Proto
Proto is the desktop app you use to set up Court Case Management. It runs on macOS, Windows and Linux.
Download ProtoMake it yours
Open Court Case Management in Proto and adjust fields, steps, roles and approvals to match how your team works.
Implementation planBring your data and team
Import your records, then invite your team and assign their roles.
See the roles
Create your account
Click Get started to create your ERP.AI account. Download Proto and describe the organization, case team and first matter type you want to run.
Prepare the first operating cycle
Select a matter with a clear owner, due action and supporting document. Agree who enters event lines, who verifies attachments and which Supervising Attorney reviews the case revision. Establish the external source that confirms any delivery result.
- Bring organization codes, team members and active matter types.
- Keep case numbers, source event IDs and document references from the current record.
- Identify a returned review and a corrected outcome for rehearsal.
Review before release
Open the pilot case as the coordinator and confirm its deadline and evidence links. Return it as an independent attorney, correct the affected material and make a new decision on the successor revision. Check that the earlier decision remains available. Follow the approved revision into its operation receipt and delivery reference, then test an uncertain attempt and the compensating deadline path.
Set up Court Case Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.