Using the Case Manager Feature in First Legal FirstConnect Portal

Using the Case Manager Feature in First Legal FirstConnect Portal

The Case Manager featured in the First Legal FirstConnect Portal is a crucial tool for legal professionals to efficiently track and manage their cases. This feature provides a centralized location for case-related information and documents. Here's how to navigate and utilize the Case Manager.

Accessing Case Manager

• Sign in to your First Legal FirstConnect Portal.
• Select the 'Case Manager' tab from the sidebar on the left-hand side to access your firm's cases.

Navigating Case Manager

• Once inside the Case Manager, you will see a list of cases, each with details such as the case name, case number, client matter number, and the primary user assigned to the case.

Creating a New Case

• To add a new case, click the ‘New Case’ button located at the top right of the case list.
• Fill out the necessary details in the form provided, such as case name, case number, and client matter number.
• Assign a primary user to the case for management purposes.
• Include the court details. You can search for different courts by using the ‘Open Lookup’ button.
• Save the form to add the case to your case list.

Filtering and Sorting Cases

• Use the ‘Filters’ option to search for specific cases by name, number, or associated client matter number.
• Sort your cases by clicking on the column headers. This can organize your cases by name, number, or user, depending on your preferences.

Viewing and Editing Case Details

• To view more details of a case, click on the case entry in the list.
• Edit case details as necessary by updating the information in the respective fields and saving your changes.

Managing Case Documents

• You can manage case documents by selecting the case and navigating to the documents section, at the bottom of the page.

Deleting a Case

• To remove a case, select the checkbox next to the case you wish to delete.
• Click the 'Delete Case(s)' button, found at the top of the case list.
• Confirm the deletion to remove the case from your list.

Pagination Navigation

• The pagination controls at the bottom of the page allow you to view more cases. You can navigate to the next or previous page or select a specific page number.

Conclusion The Case Manager feature streamlines case tracking and management, providing all the necessary tools in one place. Whether adding new cases, searching for specific details, or updating case information, the Case Manager makes these tasks intuitive and accessible within the First Legal First Connect Portal.