Lead and Member Cases

LegalServer allows a case to be designated as a "Lead" case, and other cases to be designated as "Member" to a Lead case.

Lead and Member 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:

  • Cases involving the same defendant (multiple tenants and the same landlord) with one case designated the "lead" case.
  • Immigration cases involving derivative cases.
  • Juvenile dependency/abuse cases where siblings have separate cases.

A site administrator must have placed the Lead/Member Cases (Compact) block on the case profile.

Set a Case as a Lead Case

To mark a case as a lead case, click on the Expand button next to the Lead/Member Case Status text. This will expand the block to display if the case is currently a Lead case. 

To edit the status of the case, click on the Edit Lead Status button. A window will open up where you can edit the Lead status of the case.

Set a Case as a Member Case

To set a case as a member case, use the "Associate with Lead case" link.

The search for a lead case does not include any case associated (tagged as being the same client) with the case you are on. If you want an associated case to be the lead case, you need to disassociate it from the client profile of the case you are on.

Optionally Change the Terms Used

If your organization prefers different terminology than "Lead/Member", site administrators can change the labels on the Admin > Site Settings page:


  • This feature was previously known as "Master and Subordinate Cases".
  • Placing either a lead or member case in a restricted program will not impact the users ability to see notes from that lead/member case on the corresponding client profile.


The top level Case Data table contains a "Member Case?" boolean field. Filter on that field for "Yes" to get only member cases. The Case Data > Lead Case of This Case subtable contains information about the lead case. An example report can be downloaded from the Example Reports page.

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