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Feature 11/20 · Case Management

A case opens with its file number.

From the court file number (esas no) to the outcome of a hearing, every record sits in one file. Parties, hearings, notes, legal deadlines and activity open as tabs on the case page.

Case file

At hearing stage

2026/42 E.

Commercial Court of First Instance

Case type: Commercial receivable

Status: At hearing stage

Responsible lawyer: Lawyer A

Summary

01/04Case Management

One case row carries the summary of the file.

The list answers “where does this case stand?” without opening the file. Every field on the row connects to a feature that works elsewhere in the file.

  • File no.

    2026/42 E.

    The key of the record. Search and the list find a case by this number.

  • Court

    Commercial CFI

    The court name and the city are stored with the case record.

  • Stage

    Hearing

    Comes from your firm’s status catalogue and becomes a column on the kanban board.

  • Responsible

    Lawyer A

    The lawyer who runs the file. Roles and permissions decide who sees what.

  • Deadline

    14 days

    The due date skips weekends and public holidays: legal deadline tracking.

02/04Tabs

The tabs of the file

A case record holds the file number, court, city, description, responsible lawyer and a closing date. Open a file and six tabs are ready.

  1. 01/06

    Summary, list and filters

    Records sit in a paginated list that filters by case type and status and is also reachable through search. The status of a file reads without leaving the list.

    Case type
    AllCommercialLabourEnforcement
    Status
    OpenAt hearing stageClosed

    Your own case types and stages

    Your firm defines its case types and statuses: commercial receivable, employment claim, enforcement proceeding or any naming you prefer. Mark a status as “closed” and a case moved into it counts as closed, with the closing date recorded. Every new status is a new column in kanban case tracking. Managing the catalogue needs its own permission.

    Custom fields

    Add text or selection fields to case, client and document records; a field can be required, carry a default value and be placed in a set order. An insurer’s claim number or an internal reference code becomes part of the file.

    A lawyer holding an open case file with a desk calendar in front
    Case file
  2. 02/06

    Parties and roles

    A lawyer writing party details on a form while holding the power of attorney
    Parties

    A case takes several parties, and each party gets a role. A party in the client role is linked to the client record, so the cases tab on the client profile and the case file point to the same person. Adding, editing and removing parties happens in a side panel; you never leave the file.

    PlaintiffDefendantClientWitnessExpert

    Power of attorney links

    Per client you keep power of attorney and representation records as links, while the document itself is stored in document management.

  3. 03/06

    Hearings and result notes

    You enter a hearing inside the file with its date, time, place and description. After the hearing you write what happened into the result note of the same record, so the information for the next hearing stays in one place. A saved hearing shows up in the agenda and on the dashboard, is added to the search index and publishes an event that drives notifications and any webhooks you configured (channels are described on notifications). For service of process and UYAP, the guides what UYAP is and e-notification tracking complement this page.

    Date
    14 October 2026 · 10:30
    Place
    Courtroom 3
    Result note
    Time granted for the expert report.
  4. 04/06

    Notes and alarms

    A case note has a title, a description and an optional alarm date. You keep an assessment for the team or a reminder for yourself in the same place. Flag the note as an alarm and give it a date, and small but critical jobs such as “check this document before answering” do not get lost inside the file. Work that needs an owner and follow-up belongs in the separate task module.

    Title
    Offer assessment
    Note
    The opposing settlement offer will be discussed with the client.
    Alarm
    9 October 2026
  5. 05/06

    Legal deadlines

    Appeal, cassation, objection, response and evidence deadlines live in the deadlines tab. You enter the start date, the number of days and the “exclude holidays” option, and the due date is calculated by skipping weekends and Turkish public holidays. The rule and worked examples are on legal deadline tracking; you can try the calculation in the free legal deadline calculator.

    Deadline type
    Response period
    Days
    14 days
    Holidays
    Excluded

    Due date is calculated automatically

  6. 06/06

    Activity log and average case duration

    Every case carries its own chronological record: who performed the action, what type of action it was, what changed and when. Team members with read permission can follow status changes, hearing entries and party updates, so “what was last done on this file?” never turns into phone traffic.

    The case indicator gives the average case duration. To read it next to financial and workload indicators, see reporting and dashboard.

    Activity

    1. Lawyer A · Status updated
    2. Assistant D · Hearing added
    3. Lawyer A · Party updated
    4. Lawyer A · Case created
03/04New case

A new case opens in six steps.

This is the path from a blank file to the first hearing in the agenda.

  1. 01/06

    New case

    You choose “New case” from the case list.

  2. 02/06

    Form

    You enter the file number, court, city, type, status and responsible lawyer.

    File no.
    2026/42 E.
    Court
    Commercial Court of First Instance
    City
    Mersin
    Type
    Commercial receivable
    Status
    Open
    Responsible
    Lawyer A
  3. 03/06

    Save

    HukukBis saves the file and writes a “created” line to the activity log.

    Case saved
  4. 04/06

    Parties

    You add the client and the opposing party with their roles.

    Client A · Client

  5. 05/06

    Hearing

    You enter the first hearing date.

    14 October 2026 · 10:30

  6. 06/06

    Agenda

    The hearing lands in the agenda, on the dashboard and in the notification flow.

    AgendaNotification
Open a case file (opens in a new tab)

The file is ready when the first hearing shows in the agenda.

04/04Questions

What do lawyers ask about case tracking?

  1. 01/05

    How many parties and which roles can a case have?

    A case takes several parties and each one gets a role: plaintiff, defendant, client, witness or expert. The client role is linked to the client record, the other roles stay specific to the file. Parties are added, edited and removed from a side panel in the parties tab of the case.

  2. 02/05

    Can we define case statuses to match our firm?

    Yes. Case types and statuses belong to your firm; an authorised person adds a status, renames it and marks a status as “closed”. A case moved into a closed status receives its closing date, and new statuses appear as columns on the kanban board.

  3. 03/05

    Which tabs does the case detail have?

    Summary, parties, hearings, notes, deadlines and activity. The summary tab shows the file information and the others show the records attached to the file. Seeing and changing tabs depends on your role’s permissions; the permission model is explained on roles and permissions.

  4. 04/05

    What does the activity log record?

    The user who acted, the type of action, the detail of the change and the time. The log is read chronologically on each case page and is visible to users with read permission.

  5. 05/05

    Can we add custom fields to a case?

    Yes. You define text or selection fields for case, client and document records. A field can be required, carry a default value and be placed in a set order. Managing custom fields needs its own permission.

Related pages
  • Kanban case tracking · the same cases in stage columns; moving a card updates the status and the closing date.
  • Calendar and agenda · hearings, deadlines and appointments in one agenda.
  • Document management · pleadings, decisions and contracts stay under the case, previewable and searchable.

Moving from spreadsheets? Read how to move from Excel to legal software. Working alone? See the solo lawyer solution.