Case Details & Parties

The Case Detail Page

Clicking any case from your list opens the full case detail page. This page is organized into six tabs, each covering a distinct aspect of the case lifecycle.

Tab Overview

• Overview — primary information card and summary.
• Hearings — all court sessions linked to this case.
• Tasks — to-do items scoped to this case.
• Documents — uploaded files and attachments.
• Parties — litigants, witnesses, and experts involved.
• Financial — fees, invoices, and payments related to the case.

Overview Tab

The Overview tab displays the core case information card containing:

• Case Number — unique identifier assigned by the system or entered manually.
• Case Type — civil, criminal, family, etc.
• Court — the court name and circuit.
• Status & Priority — quick-edit dropdowns.
• Open Date & Expected Close Date — timeline markers.
• Description — free-text notes about the case background.

Parties Tab

The Parties tab lists all individuals and entities involved in the case. Each party entry includes:

• Role — Plaintiff, Defendant, Witness, or Expert.
• Full Name — legal name as it appears in court filings.
• Contact Info — phone, email, and address.
• National ID / Commercial Registration — for identification purposes.
• Notes — internal notes about the party (not shared with the client portal).

Adding a Party

1. Navigate to the Parties tab inside the case.
2. Click Add Party.
3. Fill in the role, name, and contact details.
4. Click Save.

You can also link a party to specific hearings — for example, specifying which witnesses are expected to appear at a given session.