A Digital Pleadings Index

THE OLD WAY

THE CASEFRIEND WAY

Back in my day ... We used manilla folders ... and my secretary would punch holes in the top and keep all the paper organized.

That is so 2002.

Casefriend has fully digitized the pleadings index! We retained the familiarity of the chronological pleading index while enhancing the productivity by:

Eliminating the paper;
Making it a dynamic living thing, always up-to-date;
Making it more robust by tracking all details & demographics of a case in one location.

With Casefriend, your pleadings index is paperless, and remotely available - no more carrying bankers boxes, red-wells, or manila folders (unless you really want to). The Timeline is integrated in ways that folders on your desktop or OneDrive cannot be: billing and invoices is integrated.

This article reviews the features and functionality of The Timeline. The Timeline is comprised of individual Events. Learn more about Events here.

Medical - Critical for Workers Compensation attorneys. The Medical category contains all medical related events including Medical Reports, Patient Information, and upcoming appointments.
Hearing - All Notices of Hearings, and dispositions are available here.
Deposition - All information about Depositions are available here
Subpoena - Track subpoenas in this category
Liens - All bills and lien related Events are available here
Corr - Filter the Timeline to all correspondence, e-mail, mail and phone calls. our firm administrator can add more Events to the Corr filter.

Question: How do I quickly see all Medicals on a Case?
Answer: Click the Medicals Category filter!

Timeline Columns

By default the Timeline is sorted in reverse chronological order. This means that future Events are at the top, and the oldest, or first Event, is at the bottom. In most Work Comp cases the Applicant's d/o/b/ will be the first Event. You can alter the sort order by clicking any of the Timeline Columns

Date - This is the date of the Event. Any attached documents, including e-mail may have a different date than shown here. It is important to add the correct Event date to Hearings, Depositions, Trials and any other Events which require an appearance.
Event Title - This is set by you and your staff. In some instances when creating an Event, Casefriend may recommend a Title.
Category - This is the Event Category. This is selected when you select an Event type.
Event Type - This is the Event Type. In many instances an Event Type is recommended by Casefriend. These can be customized by your firm administrator to suit your firm's needs.
Short Note - Add a note to an Event
Milestone - If the Event fulfills a Milestone, it will be noted here.

Interacting with the Timeline

When you hover on an Event the row becomes active. You can add a Short Note, or edit the Event title. Click anywhere on the row to open a detailed view of the Event.

Right Click Options

You can access functionality of the Timeline by right clicking on an Event.

Events Action Menu

Create a blank New Event, add an existing e-mail to a new Event, create a new e-mail or upload a document to an event from the Events Action drop-down menu.

Documents Menu

From the Documents menu you can start a new Word document using the browser-based version of Word. (An existing subscription to Microsoft 365 is required). If you are granted permissions by your firm administrator, you can start a new file intake using Casefriend's Automated Intake. Or you can navigate to the Case Doc Browser.

Activity Icons

Activity Icons on the Timeline let know know when someone else at your firm has added important information to your case. There are 4 Activity Icons

Stopwatch - A time-entry has been added to this Event
Document - A new document has been added to this Event
Calendar - a new task has been added to this Event
Paperclip - This Event has a document attached to it

Case Timeline

A Digital Pleadings Index