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Getting Started
The Dispute tab in the Matters Edit Mode allows you to track court and judge information, including the statute of limitations. It is only available when the Litigated checkbox has been selected in the Base Info tab. The Judge subtab contains for assigned judge information.
Fields
Case/Docket # – The identifier for the case.
Date Filed – The date the case was filed.
Court/Forum – The name of the governmental entity in which the case is being heard.
Type – The classification for the case.
Our Role – The role (such as Defendant) of your company in the case.
Details – Lists details concerning the judge presiding over the case.
Optional Fields
The following fields can be added to the grid by clicking the Options button and selecting the fields (the fields also may be reordered to appear as needed on the page):
Case Precedent – An indication of whether there is another case precedent to this case.
Class Action – An indication of whether this case is part of a larger class action lawsuit.
Counter Claims – An indication of whether counter claims have been filed.
Cross Claims – An indication of whether cross-claims have been filed.
Date – The date the status was updated.
Director/Officer – An indication of whether a director/officer is named in the lawsuit.
Jury Trial – An indication of whether this case is set for a trial by jury.
Location – The area in which the SOL is calculated.
Media Coverage – An indication of whether media coverage of the trial is allowed.
Period (years) – The number of years the Statute of Limitation (SOL) is in effect.
Priority Case – An indication of whether this lawsuit is a priority case.
SOL Begins – The first date on which the issue can be filed as a lawsuit. SOL determines how long a plaintiff can wait to file a lawsuit. The time period varies from state to state.
SOL Expires – The last date a lawsuit can be filed.
Status Type – The status (such as Arbitration) of the dispute.
Buttons
New – Click to create a new item in the grid.
Delete – Click to remove the selected item.
Jump – Click to go to the selected entity record for the court.
Reports – Click to access any tab-specific reports.
Export – Click to export the current grid contents to Microsoft Excel.
Print – Click to create an instant report of the current grid contents.
Options – Click to select the number of records to display in the list of items.
Judge Subtab
The Judge subtab in the Details area allows you to add additional information concerning the judge presiding over a case.
Judge Subtab Fields
Judge – The name of the judge presiding over the case.
Start Date – The date the judge’s appointment to the case began.
End Date – The date the judge’s appointment to the case ended.
Judge Subtab Buttons
New – Click to create a new item in the grid.
Delete – Click to remove the selected item.
Reports – Click to access any tab-specific reports.
Export – Click to export the current grid contents to Microsoft Excel.
Print – Click to create an instant report of the current grid contents.
Options – Click to select the number of records to display in the list of items.