Mass Update Litigation Judges

Overview

The Mass Update Litigation Judge tool allows administrators and authorized case managers to reassign or replace an assigned Judge on litigation records across multiple cases at once. This is especially helpful when judges rotate dockets, change courtrooms, retire, or when cases need to be bulk-reassigned to a new presiding judge.

Permissions & Prerequisites

To access and use this feature:

• User Role Permission: Your user role must have the Case/Matter: Mass Update Litigation Judge permission enabled (located under the Client / Case Admin category in Admin > User Roles (Permissions)).
• Navigate to Admin and select Bulk Update Litigation Judge.

Step-by-Step Guide

The tool operates via a guided 3-step wizard:

Step 1: Set Search Criteria & Judge Selection

1. Complete the filtering and assignment fields:
   • From Judge: Select the current judge whose litigation records you want to reassign.
   • To Judge: Select the new judge who should be assigned to these records.
   • Case Disposition: Select the relevant case status(es) to include (e.g., Open cases).
   • Date Opened Range: (Optional) Specify a date range to only include cases opened within a certain timeframe.
2. Click Continue to proceed to the matter list.

Step 2: Select Matters / Cases to Update

1. Review the generated listview of cases matching your criteria from Step 1.
2. The listview displays key case details, including case numbers, client names, dispositions, and the assigned litigation judge(s).
3. Select Cases:
   • Check the boxes next to individual cases you want to update, or use the header checkbox to select all cases displayed.
   • (Optional) Adjust listview filters (such as disposition or date opened) if you need to further refine the list.
4. Once you have selected all desired matters, click Continue.

Step 3: Review & Confirm Changes

1. Review the confirmation summary screen:
   • The page lists each selected matter alongside the change to be made (e.g., updating the litigation judge from Judge A to Judge B).
2. Verify that the list of matters and judge names are correct.
3. Click Continue to execute the mass update.
4. LegalServer will batch-update the Judge   field on the corresponding litigation records across all selected cases.

Best Practices & Tips

• Filter by Disposition: When updating active court calendars, ensure you select only Open cases unless you explicitly intend to modify historical records on closed cases.
• Verify Case Contacts: Make sure that the incoming judge's contact record is active and properly designated as a Judge in your Contacts directory before initiating the transfer.
• Large Batches: For high-volume updates, allow a few moments for the confirmation process to complete before navigating away from the page.