Cases & Matters: Intake, AI & Fee Schedule

The Cases module is the operational core of Legalistik, bringing parties, court filings, tasks, billable time, invoices, and fee calculations together inside a single digital dossier.

1. Case List & Filtering

1. (1) Switch between Active, Archived, and All cases, filter by case type, view quick metrics, or click + Add Case.
2. (2) Use the table toolbar for instant search, Filters, Columns customization, Save View, and one-click Excel export.
3. (3) Filter directly beneath any column header including file ID, matter name, client, opposing party, and court docket.

2. Creating a New Case

1. (1) Click + New Case to fill in the matter name, auto-generated internal file number, intake date, and category.
2. (2–3) Attach represented clients, opposing parties, presiding court, judge, and court docket number, then (4) click Save Case.

3. Case File Overview & AI & Tariff Tab

Inside any file (1–2) you have top-level status pills and actions (Calculate Court Fee, Archive, Save Case), while (3) tabbed sections organize Overview, Documents, Tasks, Invoices, Activities, History, Comments, and AI & Tariff.

Open the (1) AI & Tariff tab to access tools pre-filled with your case facts:

• (2) Local AI Pleading Generator (.docx): Select the pleading type, script, and legal arguments to generate a formatted Word draft with court and party headers.
• (3) Bar Tariff Calculator & Cost Sheet (.docx): Compute statutory attorney fees by jurisdiction, claim value, overhead, and VAT, alongside Statutory Interest and AI Case Chronology.