My Diary
| Action | Case | Due Date | Assigned To | Status | ||
|---|---|---|---|---|---|---|
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Dashboard
Recent Files
All Files
| Ref | Claimant | Defendant | Client | Type | Fee Earner | Status | Due Date | |
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My Files
| Ref | Claimant | Defendant | Client | Type | Status | Due Date | |
|---|---|---|---|---|---|---|---|
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Archived Cases
| Ref | Claimant | Defendant | Client | Type | Fee Earner | Archived | |
|---|---|---|---|---|---|---|---|
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Claimant v Defendant
Documents
Case Files & Generated DocumentsDrop files here to upload
.pdf · .docx · .doc · .xlsx · .eml · .msg · .png
| Document Name | Date | By | Actions |
|---|
General Details
Case OverviewOptions determined by Party Role & Specific Instruction.
New Instructions
Instruction & ExpertiseDiary
Tasks & RemindersKey Dates
Milestones & DeadlinesLegal Representatives
Claimant & Defendant SolicitorsClaimant & Defendant Details
Individual Party InformationCourt & Counsel
Proceedings InformationCourt Forms
Submissions & Procedural Documents| Type | Date | Notes |
|---|---|---|
| No hearings recorded. | ||
Key Costs Details
Financial SummaryWorkflow
Case ProgressionPaying Party Workflows
Receiving Party (Recovery) Workflows
Workflows for this category will appear here.
Receiving Party (Budgeting) Workflows
Workflows for this category will appear here.
Common Workflows
Workflows for this category will appear here.
History & Notes
Master History Ledger - read-only audit trailNew Instructions
Complete all required (*) fields to open a new case file.
Case & Parties
Instructions
Choose a Party Role above to populate this list.
Key Dates
Clients
| Client Name | VAT Number | Address | |
|---|---|---|---|
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Solicitors
| Firm Name | Address | DX | Phone | ||
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Courts
| Court Name | Address | DX | City | ||
|---|---|---|---|---|---|
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Time Recording
| Date | Case | Activity | Duration | Rate | Total | Status | |
|---|---|---|---|---|---|---|---|
| No time entries found. | |||||||
WIP Report
Invoices
| Invoice No | Case | Date | Net | VAT | Total | Status | |
|---|---|---|---|---|---|---|---|
| No invoices found. | |||||||
Paying Party Report
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| Totals / Averages | |||||||||||||||||||||||
Receiving Party Report
User Management
| Name | Role | Team | Active | ||
|---|---|---|---|---|---|
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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