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Case Manager

Ametnes Legal ERP provides an easy-to-use Case Manager for Litigation practice. All non-Litigation cases are managed as projects in the Ametnes Legal ERP solution. This section addresses the setup of a new case into the system.

Pre-Setup: Case Categories#

  1. Ensure the case category exists.

  2. Navigate to Configuration > Case Category. New Case

  3. Click New, provide a name and description, then save.

To edit the category, click on the Name, make the change and click Save Edit Case

Continue to create a case#

Registering a Case#

  1. Go to Operations > Register Case. New Case

  2. Click New to fill in the case information, including: Client, Email, Start Date New Case

  3. Upload any supporting documents by clicking on the Attachments icon

  4. Continue to add the “Case Details”

Under Case Details select the category under which the case falls New Case

  1. In the event that a client isn’t already in the system, an option to create and edit is provided.

  2. Click on it to add a new client. A pop up with the form to add the client’s details is displayed. New Case

  3. Add a tag for the newly created client to specify

  4. Click confirm to add additional Information about the case.

  5. A page is displayed with options to add “Evidence”, “Trial”, “Create Invoice”, “Full Settlement”, “Cancel” New Case

To add the evidence, Click “Evidence”#

  1. Navigate to the Case Manager module.
  2. Locate the specific case (e.g., CASE0004) from the list or search for it using the search bar.
  3. Click on the case name to open its details.

  4. Go to the Attachments Section New Case

  5. Once inside the case details page, look for the Attachments button or section ( represented by a paperclip icon).

  6. Click on it to open the file upload interface.
  7. Upload Evidence
  8. Select the Upload button to add evidence.
  9. Browse your computer for the relevant evidence file(s) (e.g., PDF, image, document).
  10. Attach the file by selecting it and confirming the upload.
  11. Save Changes
  12. Click the Save button to ensure the evidence is linked to the case.

To add Lawyers#

Adding Master Data (e.g., Lawyers) Navigate to "Master Data", and in the dropdown select “Lawyers” New Case New Case

The page to create a Lawyer is displayed Click New. Fill in the lawyer's name, and their required details. New Case After adding the information about the lawyer, the system automatically saves it.