- 1
Open Case Orders
Go to Client & Legal → Case Orders (/case-matter/case-orders).
Tips- Case Orders are service orders being tracked as active legal matters
- 2
Open a case order
Click 'View' on a row to open the case order and its cases.
Tips- Each case order can hold multiple individual cases
- 3
Add or edit a case
Use 'Add Case' to record a new case under the order, or edit an existing one.
What to enter
Field Type Description Example Case Title / Number* text Court case number or title CS/123/2024 Court select Court where the case is filed — Status select Current stage of the case — - 4
Track progress
Add hearings, tasks and documents to the case as it progresses.
Watch out for- Hearing changes may notify assigned staff