Worksheet architecture for the Client Portfolio Solution

Worksheets are structured tables made up of rows and columns. They are the primary way to create, edit, and view detailed data within a project. Each worksheet is designed to store entries of a specific type, with links between related tables included. The list of worksheets and a description for intended use of each is provided below.

Cases - The list of cases and case updates which the firm is managing on behalf of a client

Fields: Matter Number, Matter Name, Matter Type, Matter Status, Resolution, Description, Jurisdiction, State or territory, Case Files, Case Team, Case Updates, Date Filed, Exposure Amount, Settlement Amount, Date Resolved, Litigation Project, Include on Portal

Connections: Parties (Parties), Opposing Counsel (Counsel), Local Counsel (Counsel)

Counsel - The list of both opposing and local counsel associated to the cases

Fields: Photo, Counsel Name, Law Firm, Address, Phone, Email

Connections: (none)

Contacts for the portal - The list of contacts shared to and visible from the client portal  

Fields: Photo, Organization, Name, Title, Email, Address, Phone, Portal Order

Connections: (none)

Parties - The list of parties associated with the cases

Fields: Name, Type

Connections: Represented by (Counsel)

Proceedings Calendar - The list / calendar for proceedings associated to the cases

Fields: Date, Phase, Party Responsible, Description, Status, Supporting document(s), Case Team

Connections: Case (Cases), Tasks (Tasks)

Tasks - The list of all tasks assigned to case team members 

Fields: Due Date, Task Description, Task Type, Assign To, Task Status, Supporting Documents, Highlighted Text, Task Notes

Connections: Case (Cases)

Project Details - A single row table for portfolio metadata editable from the project settings or Cases Snapshot dashboard

Fields: Client Name, Client Industry, Client Primary Contact, Client Description, Additional Info

Connections: (none)

Notes - The list of Notes and replies relevant to the cases, parties, counsel, or anything else relevant

Fields: Note ID, Source Date, Source Name, Highlighted Text, Note, Tags, Reply, Notification setting, User(s) to notify

Connections: Cases (Cases), Counsel (Counsel), Parties (Parties)

Uploads from the portal - A log of all document uploads performed from the client portal

Fields: Reason for upload, Documents, Additional details

Connections: (none)

Worksheets data model visualized

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