Module M3
Run your whole practice — matters, tasks, clerks.
Team operations on top of the personal task spine: allocate work, run review cycles and manage clerk (munshi) workflows.
Manage Cases
Team operations on top of the personal task spine: allocate work, run review cycles and manage clerk (munshi) workflows.
For
Chambers and firms with teams
What's inside
Capabilities
- Task allocation — assigning work to others
- Review cycles and approval flows
- Workload and capacity views
- Custom task and stage templates
- Clerk (munshi) workflows and SLAs
One engine
Add the rest of the platform when you grow
Questions, answered
- Is Manage Cases just a task list?
- It builds on CORE's personal task spine to add what a team needs on top: assigning work to others, review and approval cycles, workload/capacity views across the chamber, and custom task or stage templates so recurring workflows don't get rebuilt each time.
- What are clerk (munshi) workflows?
- Filing runners and clerks get their own structured workflows and SLAs — court filing, document collection, physical follow-ups — tracked the same way as any other task, so it's visible to the rest of the team instead of living in someone's notebook.
- Can I see who's overloaded and who has capacity?
- Yes — workload and capacity views roll up across the team so allocation decisions aren't guesswork.
- Do I need this if I'm a solo advocate?
- Probably not on day one — it's built for chambers and firms with people to allocate work to. Solo advocates typically start with Vidhi and Track Hearings and add this when they bring on juniors or clerks.
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