Steps:
- Use your assigned credentials to access the system.
- Once you're on the dashboard, find and click on the "Case Management" module.
- Under Case Management, click on "Client & Matters" and from the dropdown menu, select "File Progress/Bring Ups."
- A list of all existing file progress updates will be displayed on your screen.
- Click on the “Add New Progress” button. Select “Book Court Date” on the drop down this will open a form where you can fill in the court details i.e.
- Client and File
- Court: The specific court where the hearing will take place.
- Start Date and Time: This indicates when the court event will begin.
- End Date and Time: This indicates when the court event is expected to end.
- User Assigned: responsible advocate for attending or managing the event.
- Assisted By: Name of any supporting staff or another team member assisting with the matter.
- Notes: Any additional details or instructions related to the court event (e.g., documents to carry, special instructions from the client, etc.).
- Send Notification To: You can choose specific users (e.g., other lawyers, paralegals, or admin staff) to receive a notification about the scheduled event.
- Set Reminder: This allows the system to send a notification or pop-up reminder to the assigned users before the court event starts. This ensures they are alerted in advance to prepare or attend.
6. Once all the required details have been entered, click “Submit” to save the event. The entry will also be reflected on the calendar for easy reference.