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- Court Case Management
- Process
- Evidence preparation
Evidence preparation
A case review needs identifiable source lines and supporting files. Keep each line and attachment linked to the matter so a reviewer can reconstruct the submitted revision.
Step by step
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Record event detail Matter Coordinator
Matter Coordinator adds dated lines with description and source reference under the parent matter.
- Preserves source line context
- Updates Matter events, Matters
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Attach source material Matter Coordinator
Add the file with title, document date and external reference on the matter.
- Links the document to the case
- Updates Record attachments, Matters
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Verify the file Matter Coordinator
A named team member checks the attachment and records its verification state.
- Attributes verification
- Updates Record attachments, Team members
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Prepare the revision Matter Coordinator
Keep pending lines visible for the review decision. Present their source references and supporting files with the matter revision.
- Identifies the material for review
- Updates Matter events, Matters
Who does what
Roles and permissions- Matter Coordinator
- Prepares lines and files; Supervising Attorney reviews the resulting case; Auditor can read the decision trail.
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