What are case types?

When you're at a party and someone asks you "What type of cases do you work".  Those are your case TYPES.

Domestic, Insurance, Criminal Defense, Personal Injury, Missing Persons, etc.  Case types are very broad and differ from case SERVICES, which are the individual services (social media, surveillance, database locate, etc) you perform on your cases.

This video tutorial discusses creating, editing and setting up the system for the types of cases you work.  There is also a great text resource below that details the case type feature and options

Below are the variables that make up a Case Type:

  • Name - The name of the case type, as you want it to appear for your clients and staff.
  • Abbreviation - An identifier, up to five characters, that will help you quickly recognize this case type when you cannot see the name in its entirety.
  • Services - Determine which services will be required for the Case Type.
  • Report Templates - Determine which report templates will be required for the Case Type.
  • Report Entry Type - Determine which report entries will be required to build your report templates.
  • Default Subject – Here you will choose the primary type of subject for this case type.  For example, if this were a criminal defense case type, the default subject would most likely be “Defendant”. However, if this were an insurance case type, the default subject type would most likely be a "Claimant". Remember, only the default subject type can be marked as the “primary" subject when using this case type.
  • Additional Subjects - Determine which additional subject types are relevant for this case type.
  • Tags - Determine which department tags will be available to choose when this case type is chosen.

To create a new case type, click the Settings tab, then Case Types, and finally click Add Case Type.

Have additional questions? Submit a ticket and we'll get right back with you.