Docket

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Docket

The Docket, located on the right side of the screen when you open a case, is the history of your client’s case, or cases.

It is the place where you can record every client interaction, message, conversation, appointment, client documents, etc. In other words, it’s all the procedural information about your client’s case. To start adding docket entries, comply click on the +sign located on the bottom right corner of the screen. There is no limit to the number of case notes that you can add to the docket.

The number next to de Docket indicates the number of total entries existing in the docket. You can sort these entries by attachments by clicking on More Options (3 vertical dots) on the right side of the docket title.

To add docket entries, 3 main options are available: the option to add a note, a task, or an event.

As you add entries to the docket, the color of each entry will indicate if the entry is a note (neutral color), a task (navy blue) or an event (golden brown). Once you click on any of the 3 options, a dialogue box will appear. The dialogue box is dragable, allowing you to still view the rest of the docket:

Once the dialogue box appears, select from the list of existing case actions that are designed as a Note the one that fits your purpose best:

You can also add attachments to your entries by clicking on the SELECT FILES button or Dragging and Dropping your files into the box. There is a per-document size limit of 50mb, but no limit on the number of documents that can be uploaded. You can upload word, pdf, jpg, audio files, zip files, etc. Once you upload a file (or files) a new icon will appear in the entry body with a number indicating the number of files attached to the entry.

Click on the entry to download or delete the attachment(s).

If you are adding a task or an event to the docket, you can assign it to multiple users. The event or task will appear in the dashboard of all the assigned users until one of them marks the event or task as complete:

The order in which the docket entries appear is chronological. The latest entries will show first. If you wish to keep certain information at the top of your docket, just click on the entry you want to bring to the top and select the Hot icon:

Clicking on any docket entry will open the entry to pinning to the top, editing, marking it as complete, or deleting it:

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