Case Organisation Best Practices
Use Consistent Naming Conventions
Adopt a firm-wide naming convention for cases — for example, "ClientSurname - MatterType - Year" (e.g., "Smith - Conveyancing - 2025"). Consistency makes searching and reporting much easier.
Create Standard Milestone Templates
For common matter types, create a standard set of milestones that can be applied to new cases. This ensures nothing is missed and gives you a clear view of progress across all active matters.
Tag and Categorise
Use tags to categorise cases by practice area, urgency, or fee earner. Tags make it easy to filter your case list and generate reports on workload distribution.
Regular Case Reviews
Schedule weekly or fortnightly case reviews where each solicitor updates their active matters. Use the case dashboard to identify stalled matters, approaching deadlines, and cases that need attention.
Archive Completed Cases
Once a matter is concluded, archive the case. This keeps your active case list clean and focused while preserving the full case history for future reference or compliance purposes.
Leverage the Dashboard
The dashboard gives you an at-a-glance view of your caseload. Customise your dashboard widgets to show the metrics that matter most to your role — upcoming deadlines, recent activity, or billing summaries.