The Case Management module

Nov 18, 2021 | Support

The Case Management module is a central location for you to record all activities relating to each case. You can easily add, organise, and view all your case documents, emails, attachments, and tasks within a digital case file.

The Case Management module is made up of the following sections:

  1. Case Summary
  2. Time Entry
  3. Case Correspondence
  4. Task List
  5. Creating a Case File
  6. Editing a Case File
  7. Adding a Time Entry
  8. Editing the Case Correspondence section
  9. Pinning Emails & Attachments to the Case File
  10. Additional Case File options

 

Case Summary

The Case Summary section is an overview of the case details.

 

Time Entry

The Time Entry section allows your to quickly add time entries as you work on a case.

 

Case Correspondence

The Case Correspondence section is were you store and organise data relating to the case, including:
 
  1. Emails
  2. Documents
  3. Attachments
  4. Mail Attachments

 

Task List

Any completed or outstanding tasks relating to the case will automatically appear within the task parent section. It will also display the task name, your customised tags, priority and current stage.

Creating a Case File

You can create a case file from the dashboard by clicking the + button within Open Cases

Or by selecting Case Management from the sidebar and clicking Create case

Editing a Case File

To edit a case file, open the case and click Edit 

Adding a Time Entry

To add a time entry, click the + symbol and type the description, any notes you may have, select a date and enter the time. 
 
To remote a time entry, select the – symbol

Editing the Case Correspondence section

  1. Select Browse files
  2. Browse to the folder that stores your files i.e. OneDrive – Law Library
  3. Select the file(s) and press Open
You can also drag and drop any file to this section.
Notes:
  • You delete a file from this section, by hovering over the green the tick and press the red x
  • You can download a file by selecting the blue download button
You can also add attachments. These would normally be image or other files relating to the case. Its designed so you can keep various types of data separated.
 
Press Save to save the case file.

Pinning Emails & Attachments to the Case File

Barrister CMS integrates with your Law Library or personal email account. Once you add your account you can then pin emails and email attachments to a case file.
 
To pin files to a case:
 
1. Select Mailbox from the sidebar
2. From within the Mailbox, click on the email.
       
             a: Select Pin mail to Case to pin the email to a case file
             b: You can also pin all attachments or individual files
3. After you press Pin to Case, the following screen will appear:
Press the dropdown arrow and select the case you want to pin the attachments to. 
 
Select Pin

Additional Case File options

You can also Create a Fee Note from within the case file.
 
The Pin to Toolbar option allows you to pin the case to the dashboard.
 
 
 
Page last edited – 16/11/21