CrownSync
CrownSync
Case Management Platform
© 2026 Crown Costs Consultants Ltd. All rights reserved.
Proprietary & Confidential - Authorised Use Only
CrownSync
CrownSync
Case Management Platform
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© 2026 Crown Costs Consultants Ltd. All rights reserved.
Proprietary & Confidential - Authorised Use Only
CrownSync CrownSync
Dashboard
Matters›
My Files
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Archived
New File
Diary›
My Diary
Receiving Party Diary
Paying Party Diary
Finance & Time›
Time Recording
WIP Report
Invoices
Reports›
Paying Party
Receiving Party
Weekly Report
Chargeable Time
Administration›
Clients
Solicitors
Courts
User Management
User Privileges
Audit Trail
Connect Microsoft 365
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© 2026 Crown Costs Consultants Ltd. All rights reserved.
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My Diary

- Total Active
- Overdue
- Due Today
- Due This Week
Action Case Due Date Assigned To Status
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Receiving Party Diary

- Total Active
- Overdue
- Due Today
- Due This Week
From To
Action Case Due Date Assigned To Status
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Paying Party Diary

- Total Active
- Overdue
- Due Today
- Due This Week
From To
Action Case Due Date Assigned To Status
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Dashboard

Active Files
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Due This Week
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Hours Today
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Today's Value
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Recent Files

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All Files

RefClaimantDefendantClient TypeFee EarnerStatusDue Date
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My Files

RefClaimantDefendantClient TypeStatusDue Date
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Archived Cases

0 archived
Archived cases are preserved in the database but removed from the active pipeline. Admins and Team Leaders can restore a case to make it active again.
RefClaimantDefendantClient TypeFee EarnerArchived
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STATUS: AWAITING ACTION
ARCHIVED - READ ONLY Archived on -
CS-0000

Claimant v Defendant

Client · Fee Earner
STAGE 1 OF 10
Paying Party

Notice of Acting

0% COMPLETE
Detailed Assessment (CPR Part 47) · No statutory deadline pending

Advance Statutory Milestone

CPR Part 47 Detailed Assessment Sequencer

CURRENT STAGE Notice of Acting
→
NEXT MILESTONE Bill Served
Statutory Rule

Advancing will automatically generate a statutory deadline task in the Case Fee Earner's Diary.

General Details
New Instructions
Case History
Key Dates
Diary
Legal Representatives
Claimant & Defendant
Court & Counsel
Court Forms
Key Costs Details
Workflow
History & Notes

Case History

Unified event feed — documents, system events & notes

Drag & drop files here, or click to browse

PDF, DOCX, XLSX, EML, MSG, images — up to 50 MB each

Loading history…

General Details

Case Overview
Reference & Assignment
Parties
Progress Status

Options determined by Party Role & Specific Instruction.

Case Management
£

New Instructions

Client
    File Opening Information
    Instruction Classification & Deadlines
    £
    Handler Allocation & Target Dates

    Diary

    Tasks & Reminders
    Loading diary entries…

    Key Dates

    Milestones & Deadlines
    Core Dates
    Workflow Dates

    Legal Representatives

    Claimant & Defendant Solicitors
    Claimant's Solicitors
      Defendant's Solicitors

        Claimant & Defendant Details

        Individual Party Information
        Claimant
        Defendant

        Court & Counsel

        Proceedings Information
        Court Details
        Track & Procedure
        Counsel

        Court Forms

        Submissions & Procedural Documents
        Generated Documents
        Points of Dispute
        Formal challenges to the bill of costs
        Part 8 – Claim Form
        Commences Part 8 detailed assessment proceedings
        Part 8 – Draft Order
        Draft order for Part 8 detailed assessment
        Part 8 – Acknowledgement of Service
        Acknowledgement of service for Part 8 claim
        Application Notice
        N244 Application Notice docx generation
        Hearings
        TypeDateNotes
        No hearings recorded.

        Key Costs Details

        Financial Summary

        Workflow

        Case Progression

        Paying Party Workflows

        Service of POD
        Replies due: —

        Receiving Party (Recovery) Workflows

        Service of the Bill
        PoD due: — Chaser 1: — Chaser 2: —

        Receiving Party (Budgeting) Workflows

        Common Workflows

        Acknowledge New Instructions Workflow

        History & Notes

        Master History Ledger - read-only audit trail
        Case Activity Ledger
        All events recorded chronologically - immutable audit trail
        Case Notes 0
        Activity log
        Loading history ledger…

        New Instructions

        Proclaim Desktop File Opening — Complete all required (*) fields.

        Case & Parties
        Instructions & Classification
        Deadlines & Case Dates
        Handler Allocation

        Clients

        ClientContact DetailsAddress
        Loading clients…

        Solicitors

        Firm NameAddressDXPhone
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        Courts

        Court NameAddressDXCityEmail
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        Edit Client
        Update client details, address, and letter salutations
        Address
        Salutation for Letters
        Add Solicitor
        Firm details and contact information
        Address & Contact
        Add Court
        Court details for assessment listings

        Time Recording

        DateCaseActivityDurationRateTotalStatus
        No time entries found.

        WIP Report

        📊
        Loading WIP data…

        Invoices

        Invoice NoCaseDateNetVATTotalStatus
        No invoices found.

        Paying Party Report
        Loading report…
        Totals / Averages

        Receiving Party Report
        Loading report…
        Totals / Averages

        Receiving Party — Weekly Report

        Proclaim layout weekly performance and file progress tracking
        Loading weekly report…
        Totals / Averages

        Receiving Party — Chargeable Time

        Recovery Team daily and monthly recorded chargeable hours
        Loading chargeable time…
        Totals 0.00 0.00

        User & Employee Management

        Name / DescriptionJob TitleInitialsDepartmentContact DetailsIn Use
        Loading users…
        TEMPORARY - Development Tool TODO: REMOVE BEFORE PRODUCTION

        Wipes all test case data from the live database. Strictly preserves all User and Client accounts. This action is irreversible.

        Deletes: Cases • Time Entries • Invoices • Documents • Notes • History Logs • Settlement Offers • Hearings • Diary Entries • Solicitors • Courts

        User Privileges

        🔑
        Permission matrix coming soon.

        System Audit Trail

        📜
        Loading audit trail…
        Create New User
        Login credentials and personnel details for case allocation and document generation
        User & Personnel Details
        User will be prompted to change password and set up 2FA upon first sign in.

        Two-Factor Verification

        Open your authenticator app (Google Authenticator, Microsoft Authenticator) and enter the 6-digit verification code.

        Lost device? Contact an administrator to reset your two-factor credentials.

        Password Reset Required

        Please set a new secure password to access your account.
        • At least 10 characters
        • One uppercase letter (A–Z)
        • One number (0–9)
        • One special character (!@#$%^&*...)
        • Passwords match

        Two-Factor Setup Required

        Mandatory account security step

        To protect case files and client confidentiality, all CrownSync accounts require Two-Factor Authentication (TOTP).

        Step 1: Scan this QR Code with Authenticator App
        Generating secure key…
        2FA QR Code
        Or enter the secret key manually:
        —

        Reset User Password

        Set a temporary password for
        Security Policy: Hashing a new temporary password will reset this user's 2FA secret and require both a password change and 2FA re-enrollment upon their next login.
        Provide this temporary password to the user via a separate secure channel.
        U

        User Account

        user@crowncosts.co.uk
        Two-Factor Authentication (2FA) Protect your account with an extra layer of TOTP security.
        Disabled

        When enabled, signing in requires both your password and a 6-digit TOTP code generated by Google Authenticator or Microsoft Authenticator.

        Step 1: Scan this QR Code with your Authenticator App
        2FA QR Code
        Or enter the secret key manually:
        Authenticator app is active and protecting your account.
        Add New Client
        Client information, address, and letter salutations
        Address
        Salutation for Letters

        Confirm Action

        Rename Document

        Enter a new name for this document:

        Log Time
        00:00:00
        00:00:00
          hrs
          mins
          Use the timer above, or enter manually. Rounded to nearest 6-minute unit.
          Generate Invoice
          Select WIP entries to invoice
          Type a reference number or claimant name. If a case is currently open it will be pre-filled.
          Enter a case reference above to load WIP entries…
          Net Amount (£)
          VAT 20% (£)
          Total Gross (£)
          Override mode: all fields are editable. Net changes auto-recalculate VAT and Total. VAT and Total can be set freely.
          If entered, this text will completely replace the default hourly summary ("X.XX hours by Fee Earner") on the generated PDF. Leave blank to use the automatic summary.
          Invoice
          Issue Date
          Due Date
          Invoice Type
          Generated By
          Case
          DateFee EarnerCategoryDescriptionAmount
          Net Amount
          VAT (20%)
          Total Gross
          Notes
          Editing amends the stored figures only. To void and re-issue, use the Void action.
          Invoice Preview -
          You have 0 diary item(s) due today

          Court Bundle Generator

          HMCTS-compliant single hyperlinked PDF • Paginated • Bookmarked
          Bundle Details & Settings
          Sections & Document Sequence
          No eligible documents attached to this case. Upload PDF, Word, or Excel files first.
          0 files selected • Drag items or use arrows to set court sequence
          Generating Court Bundle...
          Converting Office documents, generating hyperlinked index, and stamping continuous HMCTS pagination. This may take a few moments.
          Create New Case
          Initial Case File Record Intake
          Case Identification & Parties
          Acknowledge New Instructions Workflow
          Active Case: CS-0000 • Claimant v Defendant
          ⏳
          Paying Party workflow pending

          The automated workflow for Paying Party instructions is currently pending configuration. Please switch to Receiving Party or contact your system administrator.

          Bill of Costs Options
          Statement of Costs Options
          ℹ Auto-send internal notification email to Admin@crowncosts.co.uk (HEARING1).
          Advice / Other Options
          Costs Budget Options