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- Court Case Management
- Who it's for
- Law firms
Law firms
A firm can keep each client engagement under a numbered matter while a coordinator manages the case detail and a Supervising Attorney makes the independent decision. Organization, type and owner links give the team a clear case context before documents and deadlines accumulate.
How Court Case Management is set up for you
Intake
Assign the firm organization, matter type and attorney owner when the case opens.
Working file
Keep event lines, source references and supporting attachments beside the matter rather than in an unrelated document list.
Review
Present the exact case revision and evidence reference to a separate reviewer, then retain the reason for approval, return or rejection.
Follow-up
Give each filing or correction a due date and team member, including work arising after an outcome changes.
A firm can keep each client engagement under a numbered matter while a coordinator manages the case detail and a Supervising Attorney makes the independent decision. Organization, type and owner links give the team a clear case context before documents and deadlines accumulate.
Start with one practice group and a bounded set of active matters. Agree how case numbers map from the existing source and which organization owns each engagement. Import the team and active matter types before assigning cases. Then select a matter with a document correction and a real deadline for rehearsal. The coordinator should be able to identify the owner, the due item and the evidence under review without leaving the case workspace.
Review a returned decision as carefully as an approval. The first decision remains tied to the submitted revision; a corrected matter comes back with a new revision. For delivered work, compare the approved version with the operation receipt and the delivery reference. If an external filing or document exchange is involved, establish the external source of truth and reference before opening that connection.
The firm can use status reports to discuss active work and deadline exposure. A closed status should be backed by the decision and result record. Preserve older matter types and decisions when the practice group changes its process so completed work remains understandable.
[Plan the rollout](/court-case-management/implementation) around a real case review and [explore matters](/court-case-management/modules/matters).
Features to start with
Roles on the team
- 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.
- App Administrator
- Maintains approved court-case configuration: record entry on Organizations, Team Members and Matter Types, read-only on all operational, review and provenance tables, and access to all portal pages. No schema editing, deletion, bulk operations or export grants.
- Matter Coordinator
- Prepares assigned matter work: record entry on Matters, Matter Events, Record Attachments and Matter Deadlines, read-only on configuration, review and provenance tables. Scope to authorized organizations is enforced by workflow guards.
- Auditor
- Reads authorized summaries and aggregates across every table plus the portal pages. No record creation or editing, no schema or administrative capability.
Set up Court Case Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.