| Minimum Software Version | 8.18.0 |
| Solution(s) | Hearings ⨉ Cases International ✓ Cases US ✓ Institutions ⨉ Counsel ⨉ |
TABLE OF CONTENTS
Documents
| Name | Type | Description |
| Opus-ID | Internal Id | Unique ID allocated to each published document in ascending order |
| Document Name | Short text | Document name is an editable short text field initialized from the original file name without associated file extension |
| Date | Date and time | The main date and time of the document. When processing emails this field will be initialized from the email sent date |
| Sort Date | Date and time | Date field used for family date metadata |
| Description | Long text | Long text field for document description |
| Email Subject | Short text | Subject of email message |
| Email From | Short text | Email sender |
| Email To | Short text | Email recipient(s) |
| Email CC | Short text | Email copied to |
| Email BCC | Short text | Email blind copied to |
| Parent ID | Family | Family group identifier field |
| Principal ID | Principal ID | The Principal ID field concatenates all metadata fields that have been set as 'include in principal ID. |
| File name | Short text | Original file name and extension |
| Status | Short text | The processing status of the document. Can be either Available, Slipsheet (unsupported format), Slipsheet (password protected), Queued, In progress, Not received, Upload error, Processing error, Unreadable file / corrupted, Virus |
| Pages with text | Short text | Displays the percentage of pages in the document that contains machine readable text. This indicates whether the document is likely to need OCR. |
| Added by | Short text | Name of the user that published the document. Note that if the file was uploaded by a different user before being published as a document, this field refers to the user that published the document, not the user that uploaded the file. |
| Date added | Date | Date the document was published. Note that if the file was uploaded on a date prior to the date it was published, this field refers to the date the file was published as a document, not the date the file was uploaded. |
| Updated by | Short text | Refers to the user that made the most recent change to any associated metadata field. Updating also refers to adding or removing access control and moving the document from one folder to another. |
| Date updated | Date | Refers to the date and time of the most recent change to any associated metadata field. |
| Version | Tagged | Refers to the date and time of the most recent change to any associated metadata field. |
| File type | Tagged | The file extension of the original, native file. |
| Size | File size | The size in Kb, Mb or Gb of the file associated with the document. |
| Pages | Short text | The page range of the document. For documents this will always begin with page 1, for transcripts the range will begin with the number provided on import as the first page of the transcript. |
| Access | Short text | Indicates whether access control has been applied to the document. Hovering over the access control symbol displays the users and groups that have access. |
| MD5 hash | Long text | The unique MD5 hash value of the file. If more than one file is associated with one document, the MD5 hash value displayed will be that of the most recent version. |
| Duplicates | System field which indicates platform identified duplicate documets using the md5 hash. | |
| Links | Short text | Indicates any worksheets with records that contain links to the relevant document. |
| Media | Short text | Only applicable to files uploaded as transcripts. Indicates whether the transcript has synchronized media associated with it. |
Document metadata fields applicable to specific document types
Documents
| Name | Type | Description |
| Date | Date and time | The main date and time of the document. When processing emails this field will be initialised from the email sent date |
Transcripts
| Name | Type | Description |
| Date | Date and time | The main date and time of the document. When processing emails this field will be initialised from the email sent date |
| Deponent | Short text | Short text field for transcript deponent name |
Folders
| Name | Description |
| Matter Files | Top level folder for individual case/matter folders to be nested within |
| Documents uploaded from the portal | Folder where documents which have been uploaded via the portal (often by the client) are forced to be uploaded into |
Tags
There are no pre-defined tags provided as part of the reference solution.
Dashboards
There are four preconfigured dashboards within the template:
- Project dashboard - Standard for all projects. Information contained:
- Project about information
- Recently opened items
- Cases Snapshot - Information contained:
- Project information (metadata)
- Total number of cases
- Number of new cases opened in the last month
- Number of cases closed or resolved in the last month
- Horizontal bar chart displaying the number of cases by status (Litigation, Counsel, General)
- Stacked bar chart displaying the number of cases by status grouped by the jurisdiction state or territory
- Card list of upcoming proceedings
- Card list of open cases sorted by exposure descending
- Card list of the legal team members created in the Contacts for portal worksheet
- List of documents in the "Documents uploaded by the client" folder
- Tasks dashboard - Information contained:
- Total number of tasks
- Horizontal bar chart displaying the total number of tasks grouped by task status (Pending, In Progress, Completed, Blocked)
- Card list of all pending tasks
- Card list of all tasks assigned to the current user
- Card list of all overdue tasks (tasks not marked Complete and past the assigned due date)
- Card list of all tasks marked blocked
- Over time and trends - Information contained:
- Total number of cases
- Total outstanding exposure ($) - Sum of all exposure for cases not closed or resolved
- Total settlements ($) - Sum of all settlement amounts
- Pie chart showing the total number of cases grouped by status
- Histogram grouping the cases into 10 buckets based on the exposure $ amount
- Line chart showing the total number of new cases opened in each month
- Line chart showing the total number of cases resolved in each month
- Horizontal bar chart displaying the exposure and settlement amounts ($) for all resolved and closed cases
- Card list of all cases sorted by exposure descending
Groups
| Name | Role | Description |
| Client users | Portal user | Group for users external to the firm and working for the client. |
| Internal users | Group for users internal to the firm. |
Roles
Portal User - Prebuilt portal user role which allows users access to the portal only: including applicable upload and downloads.
Portals
Client portals provide a secure, centralised space for sharing information with external stakeholders. They allow clients to view relevant data, access documents, and stay updated on progress without needing training or direct access to the full project workspace.
| Portal page name | Description | Shared data / information |
| Home | Portal landing page including welcome messages and document upload button | Horizontal bar chart displaying the number of cases by status (Litigation, Counsel, General) |
| Stacked bar chart displaying the number of cases by status grouped by the jurisdiction state or territory | ||
| Card list displaying the cases opened in the last month | ||
| Card list displaying the cases resolved in the last month | ||
| Cases | Page sharing information about the cases contained within the portfolio. Including a document upload button. | Cases table displaying records set to share on the portal, with columns: Matter Number, Matter Name, Matter Type, Matter Status, Resolution, Description, Jurisdiction, Date Filed, Exposure Amount, Settlement Amount, Date Resolved |
| Line chart showing the total number of new cases opened in each month | ||
| Line chart showing the total number of cases resolved in each month | ||
| Bar chart displaying total exposure vs settlement amounts | ||
| Documents | Page sharing documents including an upload documents button | "Documents shared to the portal" collection documents with metadata: Document Name, Date, Description, File type, Pages |
| Procedural Calendar | Page sharing calendar with proceedings, including an upload documents button | Calendar displaying proceedings of the following phase: Pleadings, Preliminary Motions, Discovery, Pretrial Motions, Pretrial Conference, Trial, Judgement and Appeals |
| Contacts | Page displaying the contacts from the "Contacts for portal worksheet" | Card list containing the contacts and relevant contact information |