The Case Summary Page provides a comprehensive overview of all key information and activity relating to an individual case. When a user clicks into a case from the Cases Homepage, they land on this page, which consolidates urgent tasks, financial data, case notes, similar cases from the National Archives, detailed case information, and recent activity into a single, actionable view.
Feature Overview
Purpose
Provide a single-screen summary of all critical case information, enabling fee earners to review, action, and manage case-related tasks, finances, notes, and compliance requirements without navigating away from the page.
Key Benefits
Centralised case intelligence – all key case data consolidated on one page
Immediate task visibility – urgent and high priority tasks displayed prominently
Financial transparency – real-time snapshot of billing, WIP, and lockup days
AI-powered case research – similar cases from the National Archives surfaced automatically
Integrated collaboration – case notes with mentions, tags, and file attachments
Compliance at a glance – AML, conflict checks, and risk assessments visible from the case information panel
Target Users
Fee Earners
Case Handlers
Partners/Supervisors
Support Staff
Compliance Officers
Key Features
AI-Powered Similar Cases
Automatically surfaces similar cases from the National Archives case law database using AI analysis
Provides relevance confidence scores with detailed breakdowns by practice area, court authority, and legal concepts
Direct links to full case records on the National Archives website
Available for contentious practice areas including Employment, Litigation, and Personal Injury
Financial Management
Outstanding bill balance with ageing breakdown (0–30, 31–60, 61–90, 90+ days)
One-click payment request generation via email
Work in progress tracking with unbilled time and disbursements
One-click bill creation directly from the panel
Lockup days comparison against personal, firm, and industry averages
Colour-coded health indicators for cash flow, profitability, and billing
Case Notes & Collaboration
Rich note creation with file attachments, @mentions, and tags
Pin important notes to the top of the list
Multiple view modes (summary or detail) and grouping options (chronological or by person)
Edit, share, copy link, and delete functionality for existing notes
Comprehensive Case Information
Four-tab information panel covering Overview, Contacts, Compliance, and Strategy
Direct contact actions including phone, email, and meeting scheduling
Real-time compliance status tracking for AML, conflict checks, and client care
Strategy tab with confidence scoring and risk assessment
Training & Support
Getting Started
Click into any case from the Cases Homepage to view the Case Summary Page.
Review the Urgent Tasks Panel for any items requiring immediate attention.
Check the Financial Overview Panel for billing and WIP status.
Use the Case Notes Panel to collaborate with your team.
Review the Similar Cases Panel for relevant case law precedent.
Explore the four tabs in the Case Information Panel for detailed case data.
Best Practices
Review the Urgent Tasks Panel daily to stay on top of critical deadlines
Monitor the financial health indicators regularly to identify at-risk cases early
Use @mentions in case notes to ensure relevant team members are notified
Tag notes with relevant topics for easy retrieval and organisation
Check the Similar Cases Panel when preparing for hearings or building case strategy
Review the Compliance tab to ensure all required checks are completed
Support Resources
Documentation
User Guide available in Help Centre
Comprehensive help and support information available in Intercom hub
Contact Support
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