You can update the details you manage on a case at any time, and remove a case you no longer need to track.
Editing a case
Open the case from your Cases list.
Select Edit.
Update your firm's details — client, loan account, assigned advocate, stage, notes, and the like — then Save.
Details that come from court records (parties, hearing history, status) are refreshed automatically and are best left to update themselves. Use Refresh from Court if you want the latest right away.
🖼️ Image slot — A case page in edit mode with the Save and Cancel buttons.
Deleting a case
From the case page, choose Delete and confirm. Deleting a case permanently removes the case and everything attached to it — hearings, notes, tasks, and history. This can't be undone, so delete only cases you're certain you no longer need.
🖼️ Image slot — The delete-case confirmation dialog.
Closed instead of deleted?
If a matter has simply concluded, you don't need to delete it. A disposed case stays in your records for reference and is no longer refreshed from court records.