Cases
Create, manage, and track your legal cases.
- Create a CaseCases are the core of Clasp.
- What are Primary and Associated Contacts?A case has one Primary Contact, who is responsible for paying outstanding bills, and any number of Associated Contacts, who can access the case in their client workspace.
- Edit a CaseYou can update a case's core properties at any time after it has been created.
- Case StagesCase stages track the current phase of a case from start to finish.
- Case health (On Track, At Risk, Off Track)Case health is a status indicator on each case that shows whether the case is on schedule, approaching a deadline, or past a deadline.
- Case subscribers and notificationsCase subscribers are firm members who follow a case and receive updates about it.
- Manage a CaseCases are the central workspace in Clasp.
- Assign a Lead AttorneyThe Lead Attorney is the firm user responsible for a case.
- Close a CaseClosing a case marks it as complete and removes it from the active cases list.
- Reopen a CaseReopening a case restores it to active status after it has been closed.
- Delete a CaseDelete a case only when it was created by mistake.