The Case Summary Page contains six primary panels arranged for optimal information accessibility and workflow efficiency.
1. Urgent Tasks Panel
Location: Top left corner of the Case Summary Page
Purpose: Display high priority, critical, and time-sensitive tasks related to the case.
Information Displayed:
A list of the most important urgent tasks for the case
Each task is displayed as an actionable item within the panel
Interactive Elements:
Complete Button – Click to action and mark the task as complete
Log Time Button – Click to enter time activity or a time recording against the task
View All Tasks – Click to navigate to the full Tasks page to view all tasks for the case
Three Dot Menu (…) – Click for additional actions, including:
• Edit task details
• View full case context
• Duplicate the task
• Mark as high priority
• Request an extension
• Escalate to a partner or another individual
• Notify client of delay (sends an email informing the client the task will not be completed by the due date)
• Open further details in the Task page
• Add an internal note
• Share the task with other team members
• Set a reminder
• Delete the task
2. Financial Overview Panel
Location: Below the Urgent Tasks Panel on the left-hand side
Purpose: Provide a snapshot of all key financial information relating to the case.
Outstanding Bill Balance Widget:
Total Outstanding Balance – The total amount of unpaid invoices for the case
Ageing Breakdown – The outstanding balance broken down by time period:
• 0–30 days
• 31–60 days
• 61–90 days
• 90+ days
Each ageing band also displays the percentage of the overall bill balance
Request Payment Button – Click to generate a payment link to send to the client via email
Work in Progress (WIP) Widget:
Total WIP – The total work in progress amount for the case
Unbilled Time – The amount of time recorded but not yet billed
Unbilled Disbursements – The amount of disbursements not yet billed
Create Bill Button – Click to create an invoice or bill to send to the client
Lockup Days Widget:
Total Lockup Days – The total number of lockup days for the case
Your Lockup – Lockup days attributable to the individual fee earner
Firm Lockup – Lockup days attributable to the firm
Industry Average – A benchmark comparison against the industry average
Financial Health Indicators:
Three colour-coded indicator squares are displayed below the financial widgets, showing the status of:
Cash Flow – The cash flow position for the case
Profitability – The profitability status of the case
Billing – The billing status of the case
Each indicator uses a colour-coded signal:
Green – Running as expected
Yellow – At risk
Red – Critical
3. Case Notes Panel
Location: Centre of the Case Summary Page
Purpose: View, create, and manage notes added to the case by team members.
Adding a Note:
Text Box – Type the note content into the text input field
Attach Files – Attach relevant files to the note
@Mention – Use the @ symbol to tag and mention specific team members
Tags – Add topic or category tags to the note for organisation
Send – Click to post the note, which then appears in the notes section of the page
Note Actions:
Pin to Top – Pin an important note to the top of the notes list
Mark as Important – Flag the note using the flag icon to highlight its importance
Edit – Edit a note that has already been sent
Copy Link – Copy a direct link to the note
Share – Send the note to someone outside of the Case Summary Page
Delete – Remove the note
View Options:
Summary View – Displays notes in a condensed summary format
Detail View – Displays notes with full detail
Group by Chronological – Orders notes by date and time
Group by Person – Groups notes by the individual who wrote them
4. Similar Cases Panel (National Archives)
Location: Below the Case Notes Panel
Purpose: Display cases from the National Archives case law database that are similar to the current case, identified through AI analysis.
Availability:
This panel is only available for contentious practice areas where case law precedent is relevant, such as:
Employment
Litigation
Personal Injury
The panel will not be displayed for non-contentious areas such as Conveyancing.
Information Displayed:
Case Name – The name of the similar case
Brief Overview – A summary description of the similar case
Relevance Confidence Score – A percentage score indicating how closely the case matches the current case (higher score indicates greater relevance)
Interactive Elements:
View Full Case Details – Click to open a detailed summary of the similar case, including the outcome, the court, and key legal principles
Judgement Button – Click to open the full case record on the National Archives website in the web browser
Three Dot Menu (…) – Click to query why this case is relevant, which opens a modal displaying:
• Overall Relevance Score – The combined relevance percentage
• Practice Area Match – Percentage score for practice area alignment
• Court Authority – Percentage score for court authority relevance
• Legal Concepts – Percentage score for matching legal concepts
5. Case Information Panel
Location: Right-hand side of the Case Summary Page
Purpose: Provide detailed case metadata, contacts, compliance status, and strategic information across four tabs.
Tab 1: Overview
Case Status – The current status of the case (Active, Closed, Pending)
Critical Deadline – The next critical deadline with a countdown, such as exchange of contracts or a court filing due date
Case Type – The category of legal matter
Case Reference – The unique case identifier
Team Members – A list of team members from the firm who are working on the case
Last Update – The date and time the case was last updated
Date Opened – The date the case was originally created
Client Details – Key details about the client and other relevant factors
Compliance Status – Shows the status of:
• AML check
• Conflict check
• Client care letter
• Client risk or case risk assessment (where relevant)
Tab 2: Contacts
Displays the key contacts and correspondence associated with the case.
Contact Actions:
Phone Call – Initiate a phone call to the contact
Send Email – Send an email to the contact
Schedule Meeting – Schedule a meeting with the contact
Three Dot Menu (…) – Additional options including:
• View communication history
• Add interaction notes
• Filter timeline to contact
• Edit contact details
• Share contact with team
• Copy contact details
• Remove from key contacts
Tab 3: Compliance
Displays detailed compliance information for the case, including:
AML Checks – Anti-money laundering screening status
ID Checks – Identity verification status
Conflict Check – Conflict of interest screening status
Client Care Letter – Whether the client care letter has been sent
Case Risk Assessment – Whether a risk assessment has been completed (where relevant)
Tab 4: Strategy
Case Summary – A summary overview of the case
Key Legal Issues – The principal legal issues identified
Confidence Score – An assessment of how well the case is being handled
Strategic Goals – Extracted goals such as damages sought or the desired outcome
Risk Assessment – A risk assessment panel providing an overview of case risks
6. Recent Activity Panel
Location: Below the Case Information Panel on the right-hand side
Purpose: Provide a condensed view of the case timeline showing the most recent documents and correspondence logged against the case.
Information Displayed:
The most recent documents and correspondence entries for the case
Key information for each entry is displayed inline
Interactive Elements:
Click on any entry – Opens the document or correspondence in the full case timeline
Three Dot Menu (…) – Additional actions for each entry, including:
• View details
• Preview the document
• Send a follow-up email
• Schedule a callback task
• Print the document
• Send via email, SMS, or share
• Create a copy of the link for independent sharing