Delegate Court Hearings - Assign a Case (Smart Routing 2025)
The Cases module is your central repository for all case-related information, from court dates and case numbers to client details and attached documents.
4.1 The Cases List View
This is your main dashboard for all cases. It provides a comprehensive, sortable table of your entire caseload.
- Search Cases: Use the search bar at the top to instantly find a case by its title, case number, court name, or any other detail.
- Filter & Sort: Use the Filter by and Sort By buttons to narrow down and organize your case list precisely.
- Print Cause List: Click the Print button to generate a professional, printable PDF of your current case list. Before printing, you can filter the list (e.g., by date) to create a perfect cause list for a specific day or court.
- Customize: Click the Customize button to choose which columns are visible in your table, allowing you to see only the information that matters most.
- Calendar View: Click the Calendar View icon to see your cases plotted on a monthly calendar based on their "Next Date."
4.3 The Case View Page: Your Digital Case File
After creating or clicking on an existing case, you'll land on the Case View page. This is the detailed file for a single case, containing all its information in one place.
Managing Hearing Dates
Keeping track of hearing dates is critical. Your Digital Diary makes this effortless.
- Viewing Dates: All upcoming and previous hearing dates are clearly listed in the Case Details tab.
- Adding the Next Date (Quick Add): The fastest way to schedule the next hearing is by using the Quick add button, located directly next to the "Next date" display. Clicking this opens a mini-calendar, allowing you to select the next date and add it instantly without needing to enter the full edit mode.
The Case Actions Bar
At the top of the Case View page is a powerful action bar that lets you manage every aspect of the case.
- Edit: Click this to enter Edit Mode and update any case information.
- Status Dropdown (Active/Archived/Decided): Quickly update the case's current status.
- Copy, Delete, Privacy, Assign: Tools to duplicate, remove, set permissions for, or assign the case.
- Export: Generate a PDF of the case details, fees, or all information combined.
- History (Audit Trail): This is one of the most powerful features for accountability and tracking. Clicking History opens a window with a complete, timestamped log of every change ever made to the case.
- It shows when the change was made.
- It shows who made the change (by username).
- It shows exactly what was changed (e.g., "Case Name changed from '123' to '1234'").
- Download History: Inside the Case History window, click the download icon to export this complete log as a file for your records or for reporting purposes.
Note: The Assign action draws from the Team Members you have already invited through the Associates module. If you don't see a colleague listed, invite them as an associate first and then return to assign the case.
