Grouping Cases Together


LegalServer provides several ways to group, link, or otherwise relate cases together.


Associating Cases: Link multiple cases to the same client.


Related Cases: Allows linking any set of cases with site-defined relationship types.


Case Bundles: Give a name and shared information view to a group of cases.


Lead and Member Cases: Allows a case to be designated as a "Lead" case, and other cases to be designated as "Member" cases to a Lead case.


Case Title: A simple text field that can be added to the case profile to give any group of cases a common name/description. Searching can be enabled in the Search menu.