Law Firms User Guide

Overview

The Law Firms page is your centralized hub for managing law firm information, contacts, and relationships. Track law firm details, maintain contact information, and keep detailed notes about each firm you work with.

Purpose:

  • Maintain a comprehensive directory of law firms
  • Store contact information and addresses
  • Track market and case managers
  • Monitor active/inactive status
  • Access audit history

Law Firm Overview

Accessing Law Firms

  1. Click Law Firms in the main navigation menu
  2. The law firms grid displays with all active firms by default

Law Firms Grid

Grid Columns

Column Description
Name Full law firm name (clickable to edit)
Abbreviation Short name or acronym
Address Primary business address (street address)
City City location
State State location
Zip Code ZIP/Postal code
Phone Primary phone number
Fax Fax number (if available)
Website Firm's website URL
Rating Internal rating or classification
Market Manager Assigned market manager
Case Manager Assigned case manager
Is Active Active/Inactive status indicator
Actions Edit and view audit logs

Sorting

Click any column header to sort:

  • First click - Sort ascending
  • Second click - Sort descending
  • Third click - Remove sort

Default Sort: Name (A-Z)

Note: Some relationship columns cannot be sorted from the backend

Filtering

Text Filters

Type in the filter bar below any column to search:

  • Name - Search by firm name
  • Abbreviation - Search by abbreviation
  • Address - Search by street address
  • City - Search by city name
  • Zip - Search by ZIP code
  • Phone - Search by phone number
  • Fax - Search by fax number

Tip: Filters use "contains" matching, so partial searches work

State Filter:

  • Click filter bar under State column
  • Select from dropdown list of all states
  • Shows firms in selected state only

Is Active Filter:

  • Click filter bar under Is Active column
  • Select "Active", "Inactive", or "All"
  • Filters grid to show selected status

Active/Inactive Toggle

Toggle Button: Located in the toolbar (switch icon)

  • ON (default) - Shows only active law firms
  • OFF - Shows all law firms (active and inactive)

Usage:

  1. Click the toggle switch in the toolbar
  2. Grid refreshes automatically
  3. Toggle state is saved for next visit

Pagination

Controls:

  • First/Previous/Next/Last page buttons
  • Page number display
  • Items per page dropdown

Page Size Options:

  • 10 items per page
  • 20 items per page (default)
  • 50 items per page
  • 100 items per page

Grid Persistence

What Gets Saved:

  • Column widths
  • Column order
  • Column visibility
  • Filter values
  • Active toggle state
  • Sort order

How It Works:

  • Saved automatically to browser local storage
  • Persists between sessions
  • Specific to your user account

To Reset:

Click the Reset button in toolbar to restore defaults

Creating a Law Firm

Opening the Form

  1. Click Add button in the toolbar
  2. "Add Law Firm" dialog opens

Required Fields

⚠️ Must complete before saving:

  • Name - Full legal name of the firm
  • Market Manager - Select assigned market manager
  • Case Manager - Select assigned case manager
  • Address Information

Optional Fields

Web & Contact:

Field Description
Website URL Full URL to firm's website
Rating Internal rating or tier classification

Notes:

Field Description
Notes Rich text notes about the firm
Important Notes Flag for important note indicator

Settings:

Field Description
Is Active Active/Inactive status (checkbox)

Law Firm Form

Rich Text Notes

Using the Notes Editor:

The Notes field includes rich text formatting:

Toolbar Options:

  • Bold, Italic, Underline
  • Formats - Headings, paragraphs
  • Alignments - Left, center, right
  • Lists - Ordered and unordered
  • Source Code - Edit raw HTML

Best Practices:

  • Use headings for organization
  • Use lists for multiple items
  • Keep formatting simple
  • Use Important Notes flag for critical information

Law Firm Rich Text Editor

Submitting the Form

  1. Review all entered information
  2. Click Submit button at bottom
  3. Form validates all required fields
  4. Progress messages show:
  5. "Validating form..."
  6. "Saving law firm..."
  7. "Saving phone information..."
  8. "Saving address information..."
  9. "Linking phones..." (if new or updated)
  10. "Linking address..." (if new or updated)
  11. Success message displays
  12. Dialog closes
  13. Grid refreshes with new law firm

Validation Errors:

If required fields are missing:

  • Fields highlight in red
  • Error messages display
  • Form remains open
  • Scroll to errors and correct

Law Firm Form Field Validation Errors

Canceling

To cancel without saving: 1. Click Cancel button 2. Or click X in dialog corner 3. Form closes without saving 4. Any entered data is lost

Editing a Law Firm

Opening for Edit

Method 1: Click Name

  • Click the law firm name in the grid
  • Redirects to Law Firm Details Page

Method 2: Actions Column

  • Click Edit Details Button
  • Edit dialog opens

Law Firm Edit Form

Making Changes

Edit Form Behavior:

  • Form pre-fills with existing data
  • All fields are editable
  • Address and phone numbers display
  • Only changed fields are saved

Phone Number Changes:

  • Edit Existing - Modify phone form and it saves
  • Add New - Click + and fill in new phone
  • Remove - Click - to mark for deletion

Address Changes:

  • Modify any address field to save changes
  • Address validation runs on submit

Deactivating a Law Firm

Instead of deleting, mark as inactive:

  1. Open law firm for editing
  2. Scroll to Is Active checkbox
  3. Uncheck Is Active
  4. Submit form
  5. Law firm hidden from default view (unless Active toggle is OFF)

Why Deactivate Instead of Delete: - Preserves case file associations - Maintains historical data - Can be reactivated if needed - Audit trail remains intact

Audit Logs

Viewing Change History

To view audit logs:

  1. Click Logs icon in Actions column
  2. Audit Logs dialog opens
  3. View complete change history

Information Displayed:

Column Description
Field Changed Which field was modified
Old Value Previous value
New Value Updated value
Changed By User who made the change
Changed On Date and time of change
Action Type Created, Updated, or Deleted

Law Firm Details Page

Accessing Law Firm Details

From Grid:

  • Click law firm name in grid
  • Navigates to full law firm details page

What You'll Find:

  • Complete law firm information
  • Contacts
  • Notes/Special Instructions

Common Workflows

Adding a New Law Firm

  1. Click Add button
  2. Enter required fields:
  3. Name
  4. Market Manager
  5. Case Manager
  6. Add address information
  7. Add at least one phone number
  8. Add fax number (if available)
  9. Add website information
  10. Enter notes about the firm
  11. Submit form
  12. Confirm in grid

Updating Contact Information

  1. Find law firm in grid (use filter if needed)
  2. Click Edit Icon in Contacts grid
  3. Update phone numbers:
  4. Edit existing phones
  5. Add new phones
  6. Remove old phones
  7. Update address if changed
  8. Submit form
  9. Verify changes in grid

Finding Inactive Firms

  1. Toggle Active switch to OFF
  2. Use Is Active filter → Select "Inactive"
  3. Review inactive firms
  4. Reactivate if needed by editing and checking Is Active

Tips & Best Practices

Data Entry

✅ Use abbreviations consistently - Makes searching easier

✅ Include all contact methods - Phone, fax, and website

✅ Keep notes updated - Document important firm details

✅ Use rating field - Track tier levels or priority

✅ Mark inactive, don't delete - Preserves case history

Organization

✅ Regular reviews - Check inactive firms quarterly

✅ Update managers - Keep assignments current

✅ Verify addresses - Confirm accuracy periodically

✅ Standardize data - Use consistent formats and naming

Grid Management

✅ Save common views - Use column chooser for custom views

✅ Use filters effectively - Combine multiple filters

✅ Export for reporting - Use Excel export for analysis

✅ Check audit logs - Review changes when data seems wrong

Troubleshooting

Law Firm Not Showing in Grid

Possible Causes:

  • Law firm is inactive and Active toggle is ON
  • Active filters excluding the firm
  • Not yet created or was deleted

Solution:

  • Turn Active toggle OFF to see all firms
  • Click Reset to clear all filters
  • Check Is Active filter dropdown

Cannot Edit Law Firm

Possible Causes:

  • Insufficient permissions
  • Firm is locked/archived
  • Another user is editing

Solution:

  • Check your user permissions
  • Contact CaseCompass support
  • Try again later

Phone Numbers Not Saving

Possible Causes:

  • Invalid phone number format
  • Missing required phone type
  • Validation errors

Solution:

  • Ensure 10-digit format (no dashes or spaces)
  • Select phone type for each number
  • Check for error messages in form

Address Won't Validate

Possible Causes:

  • Missing required fields
  • Invalid ZIP code format
  • State not selected

Solution:

  • Complete all required address fields (Address 1, City, State, ZIP)
  • Use 5 or 9-digit ZIP code format
  • Select state from dropdown (don't type)

Need Help?

If you encounter issues not covered in this guide:

  1. Contact CaseCompass support via support@casecompass.com
  2. Provide specific error messages
  3. Include screenshots if helpful

Last Updated: November 2025