Home‎ > ‎Cases/Matters‎ > ‎

Master and Subordinate Cases

LegalServer allows a case to be designated as a "master" case, and other cases to be designated as "subordinate" to a master case.

Master and subordinate cases typically involve different clients. (Compare the Associated Cases feature which links different cases to the same client.)

This feature can be used for any group of cases. Examples include: 1) cases involving the same defendant (multiple tenants and the same landlord) with one case designated the "lead" case; 2) immigration cases involving derivatives, and; 3) juvenile dependency/abuse cases where siblings have separate cases.

To mark a case as a master case, click on the Expand button next to the Master/Subordinate Case Status text. This can usually be found directly underneath the name of the client on the case profile. This will expand the block to display if the case is currently a master case. To edit the status of the case, click on the Edit Master Status button. A window will open up where you can edit the master status of the case.

Graphic: Master and subordinate pages

  
If the case is set as a master case, this section will display a list of subordinate cases. There will also be a link to View a Summary of Subordinate Cases. That link displays a page with combined notes, timekeeping records, events, and tasks, of the master and subordinate cases.

To mark a case as a subordinate, click on the Associate With Master Case link instead of the Edit Master Status button. This will take you to a screen where you can search for master cases. Clicking on the Set as Master link in the search results will set a case as the master case of the current case.