Case Management

How To View Safe Item Request Report
Steps: Log in to the system using your credentials. From the main dashboard, navigate to the “Case Management” module. Under Case Management, click on “...
Tue, 12 Aug, 2025 at 3:59 PM
How to Add Time (Time Tracking)
Time Tracking is a tool that enables users to record time spent on both client matters and internal office tasks. It helps users keep track of daily activit...
Tue, 12 Aug, 2025 at 3:59 PM
How to View Reports Associated with Time tracking
Steps: Access the platform using your credentials. From the main menu, go to the Case Management module. Click on the Time Tracking select the repor...
Tue, 12 Aug, 2025 at 3:59 PM
How to Capture a Clerical Instruction
How to capture a clerical instruction A clerical instruction refers to a support task assigned to help ensure smooth progress of a case. These tasks are ad...
Tue, 12 Aug, 2025 at 4:00 PM
How to Capture a Requisition
A file requisition refers to a formal request for funds needed to carry out disbursements or expenses related to a specific file or matter (such as court fi...
Tue, 12 Aug, 2025 at 4:02 PM
How to View Instructions report
Steps: Use your assigned credentials to access the system. Once on the dashboard, locate and click on the Case Management module. Click on “Instructions...
Tue, 12 Aug, 2025 at 4:02 PM
How to View Instructions Past Turn Around Time Report
Steps: Use your assigned credentials to access the system. Once on the dashboard, locate and click on the Case Management module. Click on “Instructi...
Tue, 12 Aug, 2025 at 4:00 PM
How to Add an Outgoing Letter
Steps: Log in to the system using your credentials. On the main dashboard, locate Case Management module. Within Case Management, click on Document Admi...
Tue, 12 Aug, 2025 at 4:01 PM
How to Update an Outgoing Letter for Acknowledgement
This process helps you track who distributed the letter and whether an acknowledgement was returned by the recipient.   Steps: Log in to the system usin...
Tue, 12 Aug, 2025 at 4:02 PM
How To add an Incoming Letter
Steps:   Log into the system using your credentials.  On the main dashboard, locate “Case Management” module. Within Case Management, click on “Documen...
Tue, 12 Aug, 2025 at 4:02 PM