Cases
Manage your entire legal portfolio with intelligence, precision, and ease.
The Cases module in JuriCloud is designed to be the single source of truth for every legal matter. It unifies case metadata, court information, assigned parties, and case documentation into a structured lifecycle—ensuring that your team has instant access to the progress and evidence of any case at any time.
1. The Case Management Hub
The Cases landing page acts as your visual portfolio. It provides a real-time overview of the firm's caseload, allowing for rapid status tracking and compliance auditing.
Advanced Data Controls
Filter your view by Status (Active, Pending, Closed), Priority, or Case Type (Civil, Criminal, Family) to focus on specific workstreams.
Structured Exports
Generate CSV report exports of your current view, capturing all metadata, assigned advocates, and case numbers for external reporting.
Managing and Exporting the Portfolio
Demonstrating how to filter, search, and export the entire firm's case history for audits.
2. The 5-Step Creation Wizard
Starting a new case is a structured, guided process that ensures no critical legal detail is overlooked. The wizard breaks the intake into five logical segments:
Launching a 5-Step Case Wizard
Illustrating the complete intake process for a high-priority civil litigation matter.
3. Enhanced Case Intelligence
Individual case pages are more than just records—they are intelligence hubs. JuriCloud provides integrated tools to track the progress of the matter with full feature transparency.
4. Collaborative Actions & Matter Tracking
The Case Detail page serves as an active workspace where documents, hearings, and collaborative notes are unified in a single chronological view.
Contextual Vault
Upload evidence directly to the case. Documents are automatically organized by file size, type, and update date, with Eye (View) and Download shortcuts.
Structured Case Notes
Add rich-text notes for team collaboration. Notes capture internal thoughts and strategy, tied permanently to the case timeline.
Hearing Management
Schedule upcoming court dates, track locations, and record durations. Integrated badges show the Hearing Type (Evidence, Argument, Final) at a glance.
4.1 Connected Vault (Documents)
Every case is linked to a secure partition in the JuriCloud Vault. Documents can be uploaded, previewed, and downloaded with full audit trails.
4.2 Hearing Management
Track every milestone of the litigation. Hearings capture the Date, Location, and Duration, ensuring the team is synced for every appearance.
4.3 Matter Documentation (Notes)
Capture internal strategy and judge's remarks directly within the case profile. Notes are time-stamped and provide a narrative audit trail of legal thinking.
Matter Lifecycle: Hearings & Documentation
Demonstrating the lifecycle of court appearances and how orders/notes are logged directly into the matter history.