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Case Management

LISA helps you organize, track, and manage all your legal cases in one place.
This section will guide you through creating, assigning, updating, and closing cases.

Creating a Case​

To register a new case:

  1. From the main menu, select Cases.
  2. Click on the New Case button.
  3. Fill in the required details:
    • Case Name
    • Case Type (e.g., Civil, Criminal, Family)
    • Client Name & Contact Information
    • Opposing Party details (if available)
    • Case Description
    • Court (optional)
  4. Click Save.

📸 [Insert screenshot: New case form]
🎥 [Insert video: How to create a case]

Assigning Cases​

After creating a case, you can assign it to a lawyer or advocate:

  1. Open the case from the Cases list.
  2. Click on Assign Case.
  3. Select the team member from the dropdown.
  4. Confirm the assignment.

Assigned users will receive a notification via email or WhatsApp.

📸 [Insert screenshot: Assigning a case]
🎥 [Insert video: Assigning cases to team members]

Tracking Case Status​

Each case has a status to help you track its progress:

  • 🟢 Open – Case is active and ongoing.
  • 🔴 Closed – Case has been completed or resolved.

The case status can be updated at any time by the case creator or an admin.

📸 [Insert screenshot: Case list with statuses]
🎥 [Insert video: Updating case status]

Adding Tasks to a Case​

Tasks help break down case work into manageable steps:

  1. Open a case.
  2. Go to the Tasks tab.
  3. Click Add Task.
  4. Enter:
    • Task Name
    • Task Type (Event, Document, or Other)
    • Due Date
    • Description (optional)
  5. Assign the task to a team member.

📸 [Insert screenshot: Task creation form]
🎥 [Insert video: Managing tasks within a case]

Documents & Evidence​

Each case can have related documents attached:

  1. Inside the case, go to the Documents section.
  2. Click Upload Document.
  3. Provide a title and upload the file.
  4. The document will now be accessible to assigned users.

📸 [Insert screenshot: Uploading documents to a case]
🎥 [Insert video: Attaching case files]

Case Reminders​

Stay on track with deadlines by setting reminders:

  1. Open a task within the case.
  2. Click Add Reminder.
  3. Choose:
    • Time regime (Minutes, Hours, Days before due date)
    • Channel (Email, SMS, WhatsApp)
  4. Save the reminder.

📸 [Insert screenshot: Adding a reminder]
🎥 [Insert video: Setting reminders for tasks]

Closing a Case​

When a case is resolved:

  1. Go to the case details page.
  2. Click Close Case.
  3. Confirm the closure.

Once closed, cases remain in the system for auditing and records but can no longer be edited.

📸 [Insert screenshot: Closing a case]
🎥 [Insert video: How to close a case]

Case History & Audit Logs​

Every action taken on a case is recorded:

  • Case creation and updates.
  • Assignments and reassignments.
  • Document uploads.
  • Task completions.

Admins can review these logs for accountability.

📸 [Insert screenshot: Case history log]
🎥 [Insert video: Understanding case audit logs]

Summary​

With Case Management, you can:

  • Register and organize cases.
  • Assign team members.
  • Track case progress with tasks, documents, and reminders.
  • Close cases and keep a permanent record.

This ensures that all legal work is organized, accountable, and efficient.