Add proceedings to the matter
Type (civil, criminal, administrative, commercial and others), client's role, status and value in dispute.
Case reference numbers of all instances with the matter.
02 / PROCEEDINGS AND PARTIES
Proceedings and parties. Proceedings with instances, case reference numbers and the client's role; a register of parties.
A contentious matter has proceedings, each with instances: court, division, case reference and judge. Parties and participants sit in one firm register.
HOW IT WORKS
Every instance with its case reference number and outcome.
Case reference numbers, divisions and outcomes of successive instances kept in notes are hard to reconstruct when a case returns after an appeal or passes to another lawyer.
CHALLENGEWORKFLOWRESULT
Record the instance
Stage, court or authority, division, case reference number, judge, start and end dates.
Opposing parties in a single firm register.Link parties and participants
The opposing party, its representative, witnesses and experts, with their role in the matter and in the proceedings.
The full course of the case when the lead lawyer changes.
FEATURE VIEW
Information visible in the context of the matter.
The adjacent view is a conceptual visualisation using sample data. It illustrates how information is presented; it is not an application screenshot and does not depict actual clients.
SAMPLE LAYOUTDEMO DATA
REAL-WORLD EXAMPLE
The course of the proceedings, from first instance to enforcement, is recorded against the matter it concerns.
After the first-instance judgment the client appeals. The lawyer adds the appeal instance with a new court and case reference number; the previous instance remains with its outcome and end date.
- Proceedings: 11 types, client's role, value in dispute
- Instances: court or authority, division, case reference number, judge, outcome
- Parties: opponent, representative, witness, expert, guardian
- Duplicate blocking for parties by PESEL and NIP
Instances of the proceedingsWorking view
ITEMDETAILSSTATUS
First instanceRegional Court · I C 412/26Closed
AppealCourt of Appeal · I ACa 88/26In progress
EnforcementBailiff · Km 1520/26Pending