STEPS:
1.  Click the Litigation screen from the Client Information folder on the Site Plan.   View screen shot.
2.  Ensure that the desired client is showing in the Client Header screen.  View screen shot.
3.  The Litigation screen contains information about the filing of the complaint and court information
4.  Using the Tab key on your keyboard to move between fields, enter the following information:
  • Court Name
  • County
  • Phone
  • Fax
  • Address
  • City
  • State
  • Zip Code
  • Judge
  • Cause Number
  • Defendants
  • Date Complaint Sent
  • Date Complaint was File Marked

View screen shot.
5.  If an Answer or Enlargement was received, check the Received box and enter the date in the Date Received field.    View screen shot.

6.   Enter the date Service was obtained in the Service Obtained field.   View screen shot.
7.  Use the Notes field to enter any relevant information on pleadings sent or received, correspondence with attorneys, etc.  View screen shot.

[Top]