EditPurpose
To view and edit cases currently in the LegalSuite database.
EditLocations
Orders, My Orders, Open Orders, Closed Orders, Branch Status Board
EditOverview
When creating a work order request, one section requires that you specify a case that the work order is for. If the case does not exist in LegalSuite, then you must enter the case information in order to create a case entry in the LegalSuite database. Through Case Maintenance, you can view all the cases that exist for all the customers in the database.
EditView Cases
To view a list of cases in the database, make the menu selection
Orders⇒Work Orders⇒Case Maintenance from the navigation bar.
 Case Maintenance |
EditAdd a New Case
You cannot add a new case through Case Maintenance. New cases are created when new work order requests are entered into the LegalSuite database. Refer to the section on New Work Orders (New Case).
EditView or Edit an Existing Case
To view or edit an existing case, click on a case number on the Case Maintenance page.
 Case Maintenance Details |
Each of the input fields displays the current values for the case, these input fields are editable.
Those marked with an asterisk "*" are required. A value must be specified in those fields before the case can be saved successfully.
The Case Orders list at the bottom of the page shows what work orders are assigned to this case. Click on an order number for more details on that work order.
1.
Customer # *, Customer Name: These non-editable fields are the customer name and number that the case is for.
2.
Case # - This is the number currently assigned to the case.
3.
Court Code – This is the court code that was selected for this case. The court code specifies the name and type of the court; the state, county, and jurisdiction in which the court has authority; and the address of the court. You can enter a new court code or click on the Search icon to select from a list of court codes currently defined in the LegalSuite database.
4.
Jurisdiction * – Select the area of jurisdiction for this court.
5.
Plaintiff – You can enter the name of the person or party that is initiating the law suit.
6.
Defendant – You can also enter the name of the person or party that is required to answer the complaint of a plaintiff in a civil lawsuit, or the person or party that has been formally charged of violating a criminal law.
7.
Notes – Enter any notes pertinent to the case.
8.
Attorney * – Select an attorney from the pull-down menu. Or click on the ADD button to add a new attorney to the list.
 Case Maintenance - Attorney Details |
Enter the attorney's name to add, his or her Bar Identification number, email address, phone, and fax information. Click on the
CANCEL button to discard this attorney entry. Or click on the
SAVE button to save the new attorney information and add the name to the attorney list.
9.
Represents * – Select the person or party that the attorney is representing.
10.
Contact * – Select a contact from the pull-down menu. Or click on the ADD button to enter a new contact to the list.
 Case Maintenance - Contact Details |
Enter the name of the contact you wish to add, phone, fax, and email information. Click on the CANCEL button to discard your contact entry. Or click on the SAVE button to save the new contact information and add the name to the contact list.
11.
Client Matter # - Enter the client matter number for this case. This number is a reference number that is used by the office or customer that the case belongs to.
12.
Third Party Billing – If applicable, select a third party for billing from the pull-down menu. Additional input fields will appear below this one:
 Case Maintenance - Third Party Billing Details |
—
Claim Adjuster * – Enter the name of the claim adjuster handling the case.
—
Claim number * – Enter the claim number for this case.
—
Insured * – Enter the name of the person that is insured.
—
Claimant * – Enter the name of the person making the claim.
—
Date of Loss - Enter the date the incident or loss occurred.
13.
Case Orders List - The list at the bottom portion of the page contains all the work orders that are assigned to this case.
14. Click on the
SAVE button to save any updates you made to any of the input fields. Or click on the
CANCEL button to discard your changes and retain the original values displayed on the page.