Remote Cases

Purpose: This allows for the display of cases from another LegalServer site on your LegalServer site. Using the LegalServer APIs, the cases will be displayed, given a limited profile, and then allow users to interact with Tasks and Notes on the remote cases.

Cost: TBD. This functionality is in Beta.

This requires LegalServer to enable on the recipient site.

You need to have API access to the remote site for this to work.

This operates with the API List Block and other features to pull data from a remote LegalServer site and display them on the current site.

Configuration

Remote Client Cases Block

Designed to be placed on a homepage. It displays links to view the Remote Case Profile (see below) for the remote cases, and additional information about each remote case.

This can be configured either based on a Report or the Search Matters API. It will use a Bearer Token by default. If that is not available, it will use the API Username and Password.

When configured for the Search API, this uses LegalServer's Search Matters v1 API. Search parameters can be set as comma separated values like "case_disposition=open, pro_bono=true"

When configured for a Report, hidden columns in the report will not be visible and there are two required columns that need to be included in the report:

The Matter/Case ID# needs to be included as case_number
The Unique ID needs to be included as matter_uuid

These columns need to be exactly as above with the lowercase letters and the underscores.

Anything else can be defined as desired including the JQ filter to identify what columns will be displayed to the end user. If no JQ filter is used, many of the fields in the response will be included, making the listview wide and unweildy.

If multiple blocks are used on a given site with the same Remote Site, the API authentication needs to be the same on each block.

Remote Case Profile

The Remote Case Profile can be accessed by clicking on the Matter/Case ID # from the list displayed by the Remote Client Cases List block. This allows you to take a closer view of the case at hand.

A direct hyperlink to a Remote Case Profile will not work unless you've first loaded the Remote Client Cases Block list. Without that, the API credentials will not have been loaded into the session memory.

The Remote Case Profile is a normal Matter Dynamic Case Profile with the Remote Client Case Profile block on it. Nothing else should be added to the Case Profile.

If there are specific custom fields from the remote site that need to be displayed, they can be listed in the Custom Fields section. These should be listed as custom_field_123, custom_field_345 .

It also has configuration options of how many items should be present and whether to include Tasks and Documents. The Sort in Descending Order puts the most recent item at the top of the listviews and will apply to all listviews.

On the front end, all the matter related fields (including the custom fields) will display. Then there are three listviews. One shows Case Notes, the other shows Tasks. Both of these will show up to 20 results on the first page. The number of results is configurable in the back end.

The Case Notes Listview has the ability to add Case Notes as well. The Created By user will be the same as the API user the system has to make the connection to the remote site. The destination site needs the Admin -> Site Settings option for Allow The Post Date of Notes To Be Edited When Creating New Ones set to True. It will also default to "API Notes" as the Note Type.