Cases
Track court cases from filing to resolution with full case management.
What is the "Cases" feature?
The Cases section in OctoGenie is where all legal cases handled by a lawyer or law firm are created, stored, and managed. It acts as a central workspace to track every case from start to finish.
In the Cases section, you can:
- Create new legal cases
- View all ongoing, closed, or pending cases
- Track case status
- Assign lawyers and team members
- Store and access case-related documents
- Monitor important dates and updates
Creating a Case - Manual Entry
Manually create and register a new legal case
Creating a Case - Manual Entry
Follow these steps to create a case manually
Open Cases Module
Log in to your OctoGenie account. From the left menu, click Cases.
Start New Case Creation
Click the ➕ Add New Case button (top-right corner). Select Manual Entry from the dropdown.
Select Court Type
You will see two options: District Court – for District, State, or Lower Courts, or Supreme Court – for Supreme Court matters. Click the appropriate court type.
Enter Case Details and Create
Fill in the case information manually, upload documents, assign Assignee & Actions the case, click on the Next button to fill all the required information and then click on 'Create Case' to create a case.
Expected Outcome
The case is successfully created and appears in your Cases list.
You're all set!
The case is successfully created and appears in your Cases list.
Creating a Case - From eCourt
Import a case from eCourt database
Creating a Case - From eCourt
Search and import cases from court records
Open Cases Module
Log in to your OctoGenie account. From the left menu, click Cases.
Click Add New Case
Click the ➕ Add New Case button (top-right corner). Select 'From eCourt' from the dropdown.
Select Court Type
Choose between District Court or Supreme Court.
Select Location Details
Select State, District, and Court Complex from the dropdown menus.
Search for Case
Enter case details (Case Number, Case Type, Case Year) or search by Advocate Name or CNR Number. Click Search.
Import Case
Review the search results, select the correct case, and click Import to add it to your Cases list.
Expected Outcome
The case is successfully imported from eCourt and appears in your Cases list.
You're all set!
The case is successfully imported from eCourt and appears in your Cases list.
Closing a Case
Mark a case as closed
Closing a Case
Update case status to closed
Go to Cases Section
Go to the cases section from the main menu.
Select Case
Go to the specific case you want to close.
View Case Details
Click on View Case to open the case details.
Click Edit Button
Click the Edit button to enable editing mode.
Update Status to Closed
Update the status as 'Closed' from the 'Assignee & Actions' section.
Expected Outcome
Case status is successfully updated to Closed.