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Cases

In the following sections you can configure the way case information is displayed in case titles and create default involvements for new cases so that users do not have to manually add them when creating a new case. This is useful if you wish to have some specific information in the title that can be seen at a glance to confirm which case you are on or who is the primary involvement on that case. Auto-involvement is useful for reducing the time it takes to enter a case for data entry users. For example, if you setup default case involve types to involve a name as a defendant and you create a case from a new name session, the new name would be automatically involved as the defendant.