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- Court Case Management
- Who it's for
- Legal departments
Legal departments
An in-house legal team may receive case material from several departments. Court Case Management places the matter under the responsible organization, with a named owner and type, then keeps the supporting line detail and documents with it. That helps the team understand which case is being reviewed without relying on a forwarded email chain.
How Court Case Management is set up for you
Assignment
Select an active team member for the matter and another for each deadline that needs follow-up.
Evidence
Record source references and document dates so a reviewer can compare the case to its originating material.
Decision
Have the Supervising Attorney approve, return or reject the case revision with a reason.
Trace
Read state history and operation receipts when the outcome is delivered or corrected.
An in-house legal team may receive case material from several departments. Court Case Management places the matter under the responsible organization, with a named owner and type, then keeps the supporting line detail and documents with it. That helps the team understand which case is being reviewed without relying on a forwarded email chain.
Choose one organization and a small set of matter types used by the team. Start with active cases that have clear owners, due dates and identifiable source documents. Before importing, decide which system supplies each source identifier and how an external delivery reference will be stored. Configure role access around the team's actual preparation and review boundary.
Rehearse a matter returned for a wrong document reference. The coordinator corrects the line and sends a successor revision to review. The earlier decision stays available, and the reviewer makes a separate judgment on the changed evidence. If the matter had already been delivered, add the follow-up deadline needed to handle the superseded result.
The department can compare matter status by organization and owner, but the status is only the starting point for an explanation. A reviewer decision gives the reason; a deadline gives the next action; an operation receipt gives the result reference. Use all three when reporting a consequential case outcome to the business.
[Review the decision path](/court-case-management/processes/independent-review) and [prepare the first cycle](/court-case-management/get-started).
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.