📁 Case Management

Cases are the central hub of your practice in Praxis. Everything—time entries, documents, deadlines, contacts, and invoices—links back to a case.

Creating a Case

To create a new case:

  1. Click + New Case in the toolbar or press Ctrl+N
  2. Fill in the case details
  3. Click Save

Case Fields

Case Views

Praxis offers multiple ways to view and organize your cases:

📋 List View

Traditional table view with sortable columns. Best for quick scanning.

📊 Kanban Board

Drag-and-drop cards organized by status. Great for workflow management.

📅 Calendar View

See cases by their deadlines and hearing dates.

📈 Dashboard

Overview with statistics, recent activity, and upcoming deadlines.

Case Detail Page

Click on any case to open its detail page. Here you'll find:

Overview Tab

Summary of case information, parties involved, and recent activity.

Time & Billing Tab

All time entries for this case. Start the timer, add manual entries, and see total billable hours.

Documents Tab

Upload, organize, and search documents. Supports PDF, Word, Excel, and more.

Deadlines Tab

Track court deadlines, hearing dates, and tasks. Get automatic reminders.

Parties Tab

Manage clients, opposing parties, witnesses, and other contacts linked to the case.

Notes Tab

Internal notes and memos. Rich text editor with formatting support.

Activity Tab

Complete audit log of all changes made to the case.

Filtering & Search

Use the filter bar to narrow down your case list:

Or use the search box to find cases by number, title, or party name.

Bulk Operations

Select multiple cases to:

Case Numbering

Praxis supports flexible case numbering schemes:

Configure your preferred format in Settings > Case Numbering.

Archiving Cases

When a case is complete and you want to remove it from your active list:

  1. Open the case
  2. Click Archive in the actions menu
  3. The case moves to the Archive and no longer appears in default views

Archived cases are never deleted—you can always restore them later.

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