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Cases Summary v1.00 release notes

Written by Denisa Arjoca

Executive Summary

The Case Summary Screen is the central landing page for an individual case within Case Matters. When a user opens a case from the Cases Overview Screen, they are taken directly to the Case Summary Screen, where all the key information related to that case is laid out across a series of panels. The screen is designed to give fee earners an immediate, at-a-glance understanding of the state of the case and a fast route into the actions, communications, and information they are most likely to need.

The screen surfaces the most urgent tasks for the case alongside collaborative case notes, key case attributes, financial information, recent activity from the case timeline, and – for relevant case types – a National Case Law Archive widget that surfaces similar cases. Tasks can be actioned directly via context-sensitive Quick Action buttons, notes can be added and managed inline, and recent activity items can be opened or actioned from the panel without leaving the page. Each panel is self-contained, allowing fee earners to focus on the area of the case that is most relevant at any given moment.

The layout of the Case Summary Screen is fully customisable. Through the layout settings, users can toggle individual panels on or off so that the screen displays only the information that matters most to them, ensuring the page is tailored to each fee earner’s working preferences and the requirements of the case type they are handling.

Feature Overview

Purpose

Provide fee earners with a consolidated overview of an individual case, surfacing the most relevant tasks, notes, key information, financial position, recent activity, and relevant case law in one place – enabling them to quickly orient themselves on the case and take immediate action without navigating away.

Key Benefits

  • Single-page case overview – all key information about a case surfaced on one screen.

  • Direct task action – urgent tasks can be actioned via Quick Action buttons without leaving the page.

  • Collaborative case notes – notes can be added, tagged, pinned, and shared with the wider case team.

  • Financial visibility – outstanding bill balance and work in progress visible at a glance.

  • Activity awareness – the latest timeline entries surfaced for fast review.

  • Relevant case law – the National Case Law Archive widget surfaces similar cases for relevant matter types, with confidence scores and relevance factors.

  • Customisable layout – each user can toggle panels on or off to suit their working style.

Target Users

  • Fee Earners.

  • Case Handlers.

  • Partners / Supervisors.

  • Support Staff.

Navigation & Access

Accessing the Case Summary Screen

The Case Summary Screen is accessed by opening a case from within Case Matters:

  1. Log into the Evo Legal Platform.

  2. Select Case Matters from the main navigation.

  3. Click the Cases icon to open the Cases Overview Screen.

  4. Locate and click on the relevant case from the cases table.

  5. The Case Summary Screen loads displaying all panels related to that case.

Screen Components & Layout

The Case Summary Screen is organised into a series of panels, each surfacing a distinct area of information related to the case. The panels available include the Urgent Tasks panel, Case Notes panel, Case Information panel, Recent Activity panel, the National Case Law Archive widget for relevant case types, and a Layout Settings control for customising which panels are displayed.

1. Urgent Tasks Panel

Location: Top-left of the Case Summary Screen

Purpose: Surface the most urgent tasks related to the case so they can be actioned directly from the summary screen

Information Displayed

Each task within the panel displays:

  • Task Description – the nature of the task to be undertaken.

  • Action Button – a context-sensitive call-to-action button which adapts to the task type, including:

  • Send Email.

  • Send Letter.

  • Send Correspondence.

  • Other Quick Actions appropriate to the task.

Clicking the action button opens the relevant Quick Action modal, allowing the task to be completed directly.

Three Dot Menu (…)

Each task panel includes a three-dot menu providing additional task management options:

  • Edit Task – amend the task details.

  • Reschedule – change the due date, time, or related properties.

  • Reassign – transfer the task to a different person.

  • Add Tags – apply descriptive tags to the task.

  • Delete – remove the task if it is no longer required.

2. Case Notes Panel

Location: Beside the Urgent Tasks Panel

Purpose: Allow fee earners to capture and share notes about the case so that the wider team has visibility of key information, instructions, and observations.

Adding a Note

Notes are added via the Add a Note dialogue box within the panel. When creating a note, users can include:

  • Note Content – the text of the note typed into the dialogue box.

  • Attachments – files attached to the note.

  • Tagged Members – individual team members can be tagged within a note. Tagged users receive a notification informing them they have been tagged.

  • Description Tags – descriptive tags applied to the note. Custom tags can also be created where required.

  • File Notes – file notes can also be added where appropriate.

Managing an Existing Note

Once a note has been sent, the following options are available:

  • Pin to Top – pin the note to the top of the panel so it remains visible at all times.

  • Mark as Important – flag the note as important.

  • Three Dot Menu – provides additional options including:

  • Edit – amend the content of an already created note.

  • Copy Link – copy a link to the note for sharing.

  • File to Case – file the note against the case so it is recorded as a filed note.

All notes recorded against the case can be scrolled through within the panel, allowing the user to review the full history of notes for the matter.

3. Case Information Panel

Location: Right-hand side of the Case Summary Screen

Purpose: Provide an at-a-glance overview of the key attributes, contacts, and financial position of the case.

The Case Information Panel is organised into three tabs:

Case Information Tab

Provides a summary of the core attributes of the case, including:

  • Case Status – the current status of the case.

  • Next Actions / Tasks – the next actions or tasks recorded against the case.

  • Case Type – the type of matter.

  • Practice Area – the practice area the case relates to.

  • Reference Number – the unique reference number for the case.

  • Key Case Handler – the fee earner with primary responsibility for the case.

Contacts Tab

Lists all the key correspondents and parties related to the case, such as:

  • Client.

  • Opposing Party.

  • Other Side Solicitor.

  • Any other relevant correspondents.

Additional contacts can be added directly from this tab using the Add a Contact option.

Financial Overview Tab

Surfaces the key financial position of the case, including:

  • Outstanding Bill Balance – the total amount currently outstanding on issued bills.

  • Work in Progress – unbilled time and disbursements recorded against the case.

  • Total WIP – the total work in progress value for the case.

All financial information is presented at a glance, allowing the fee earner to assess the financial state of the case without leaving the summary screen.

4. Recent Activity Panel

Location: Right-hand side of the Case Summary Screen, beneath the Case Information Panel

Purpose: Surface the most recent entries from the case timeline so the fee earner can quickly catch up on activity.

Information Displayed

The Recent Activity panel lists the latest entries in the case timeline, including:

  • Correspondence.

  • Documents.

  • Files.

  • Memos.

  • Other timeline events recorded against the case.

Interactive Elements

  • Click to Open – clicking on a recent activity entry opens the item directly in the case timeline.

  • Three Dot Menu – provides additional options for the activity item. The available options vary depending on the type of document or activity, and may include:

  • View Record Details.

  • Preview.

  • Reply.

  • Other type-specific actions.

These actions can all be carried out from within the timeline itself, allowing the fee earner to deal with recent activity without navigating to a separate screen.

5. National Case Law Archive Widget

Location: Within the Case Summary Screen for relevant case types

Purpose: Surface similar cases from the National Case Law Archive based on the facts and circumstances of the current case, providing fee earners with relevant precedents and supporting authorities.

The National Case Law Archive widget is displayed for case types where relevant case law is likely to be of value, such as contentious matters, personal injury, family, and employment law cases. The widget will not appear for case types where it is not relevant.

Information Displayed

For each suggested case, the widget displays:

  • Similar Cases – cases identified as similar based on the facts and circumstances of the current matter.

  • Confidence Score – a relevance confidence score for each similar case.

View Full Case Details

Clicking the View Full Case Details button opens a summary of the suggested case, displaying:

  • Outcome – the outcome of the case.

  • Case Summary – a summary of the facts and decision.

  • Court – the court that handed down the decision.

  • Key Legal Principles – the key legal principles arising from the case.

From the case summary, the user can click the Judgment button to open the full case as recorded in the National Case Law Archive website itself.

Why Is This Relevant

A Why Is This Relevant section is accessible via the three-dot menu next to the View Full Case Details button. This section displays a list of relevance factors used to determine why the suggested case has been surfaced, including:

  • Practice Area Match.

  • Court Authority.

  • Legal Concepts.

  • Key Points of Interest.

  • Overall Relevance Score – an aggregate score indicating how closely the suggested case aligns with the current matter.

6. Layout Settings

Location: Top right-hand corner of the Case Summary Screen, accessed via the three-dot settings button.

Purpose: Allow each user to organise the Case Summary Screen to their preference by toggling individual panels on or off.

Toggleable Panels

The following panels can be toggled on or off via the layout settings:

  • Urgent Tasks.

  • Case Information.

  • Recent Activity.

  • Notes.

  • Similar Cases (where the National Case Law Archive widget is available for the relevant case type).

  • Financial Overview.

Users can show or hide any combination of panels, allowing the layout to be tailored to the fee earner’s working preferences and the requirements of the case type they are handling.

Step-by-Step Procedures

Accessing the Case Summary Screen

  1. Log into the Evo Legal Platform

  2. Select Case Matters from the main navigation

  3. Click the Cases icon to open the Cases Overview Screen

  4. Click on the relevant case from the cases table

  5. The Case Summary Screen opens displaying all panels related to the case

Actioning an Urgent Task

  1. Locate the relevant task in the Urgent Tasks panel.

  2. Click the Action button on the task panel (e.g. Send Email, Send Letter, Send Correspondence).

  3. The Quick Action modal opens with case information pre-populated.

  4. Complete the required fields.

  5. Submit the action – the task is marked as complete and removed from the panel.

  6. Alternatively, click the three-dot menu to edit, reschedule, reassign, add tags, or delete the task.

Adding a Case Note

  1. Locate the Case Notes panel on the Case Summary Screen

  2. Type the note content into the Add a Note dialogue box

  3. Add any attachments if required

  4. Tag individual team members to notify them of the note

  5. Apply description tags or create a custom tag where appropriate

  6. Add a file note if needed

  7. Send the note – the note is added to the panel and is visible to other team members

Managing an Existing Note

  1. Locate the note within the Case Notes panel

  2. Pin the note to the top of the panel to keep it always visible

  3. Mark the note as important if appropriate

  4. Click the three-dot menu on the note for additional options:

  • Edit – amend the note content

  • Copy Link – copy a link to the note for sharing

  • File to Case – record the note as a filed note against the case

Reviewing Case Information

  1. Locate the Case Information Panel on the right-hand side of the Case Summary Screen

  2. Select the Case Information tab to review case status, next actions, case type, practice area, reference number, and key case handler

Viewing the Financial Overview

  1. Locate the Case Information Panel on the right-hand side of the Case Summary Screen

  2. Click the Financial Overview tab

  3. Review the outstanding bill balance, work in progress, and total WIP for the case

Adding a Contact

  1. Locate the Case Information Panel on the right-hand side of the Case Summary Screen

  2. Click the Contacts tab to view all key correspondents related to the case

  3. Click Add a Contact and enter the relevant contact information

  4. Save the contact – the new contact is added to the Contacts tab

Reviewing Recent Activity

  1. Locate the Recent Activity panel on the right-hand side of the Case Summary Screen

  2. Review the latest timeline entries – correspondence, documents, files, memos, and other recent activity

  3. Click on an entry to open it in the case timeline

  4. Alternatively, click the three-dot menu for additional options such as View Record Details, Preview, or Reply (the available options depend on the type of document or activity)

Reviewing Similar Cases (National Case Law Archive)

  1. Locate the National Case Law Archive widget (displayed for relevant case types only, such as contentious, personal injury, family, and employment law)

  2. Review the suggested similar cases along with their confidence scores

  3. Click View Full Case Details to view the outcome, case summary, court, and key legal principles

  4. Click the Judgment button to open the full case in the National Case Law Archive website

  5. To understand why a case has been surfaced, click the three-dot menu next to the View Full Case Details button and select Why Is This Relevant. The relevance factors and overall relevance score are displayed

Customising the Page Layout

  1. Click the three-dot settings button in the top right-hand corner of the Case Summary Screen

  2. Toggle individual panels on or off – Urgent Tasks, Case Information, Recent Activity, Notes, Similar Cases, and Financial Overview

  3. The Case Summary Screen updates to display only the panels that have been enabled, allowing the layout to be tailored to the user’s preferences

Configuration Options

User Preferences

Users can customise their Case Summary Screen experience:

  • Toggle individual panels on or off via the layout settings

  • Pin frequently referenced notes to the top of the Case Notes panel

  • Mark notes as important to highlight them within the panel

  • Apply standard or custom tags to notes and tasks

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