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- Court Case Management
- Process
- Matter intake
Matter intake
A matter starts with an accountable organization and an assigned person. Set those links while the case is still in Intake, before evidence and deadlines begin to accumulate.
Step by step
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Confirm organization Matter Coordinator
Matter Coordinator checks the organization code and active state before choosing the organization that owns the case.
- Sets the owning entity
- Updates Organizations
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Choose matter type Matter Coordinator
Matter Coordinator selects an active type for that organization and checks its effective period and policy reference.
- Classifies the engagement
- Updates Matter types
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Open the matter Matter Coordinator
Record the number, subject, opening date and owner. Keep the number stable as the case develops.
- Names the case and owner
- Updates Matters, Team members
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Assign initial work Matter Coordinator
Add the first due work and link any source material to the matter. Move from Intake to Engaged when the team accepts responsibility.
- Records obligations and status change
- Updates Matter deadlines, State history
Who does what
Roles and permissions- App Administrator
- Maintains matter types; Matter Coordinator opens and assigns the case; Supervising Attorney reviews later work.
Set up Court Case Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.