Properly Filling out Court Details Table for Litigation Matters

Jan 9, 2025
Knowledge

How To

LEAP’s Court Details Table feature can be used to add important court details that are particular to your litigation matter.

It also includes specific drop-down choices for details about the Court that will hear the case (ex: whether Circuit, District, Appellate, etc.).

Other drop-down choices within this table include: Division, Part (ex: whether Family, Civil, Criminal, etc.), and Federal District Court details.

It is important to note that the Court Details layout will only appear once the user has filled out and saved the Court card.

To use the Court Details table, follow these steps:

Open the relevant litigation matter.
Within the Court card, you will be able to fill out information about any necessary court parties ex: Judge, Clerk, etc., as staff members.
Take the extra steps to ensure the Court card is completed in full. This ensures that you can take full advantage of the Court Details Table.
Once you have completed the Court card, click Save & Close.
Click Court details to open the Court details window.

Fill out this main Court details table with the information that applies to your matter.

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This main table should be filled out in its entirety, with all applicable details that pertain to your case. Remember to choose the correct Court type, Division, Part, and District Court details from the drop-down menus. This way, the court type, docket number, etc. will automate correctly as you create different documents in your matter moving forward.

Click to edit heading

Please note that the Caption information section will need to be filled out ONLY if you have a non-standard caption and need the caption to read a specific way. Otherwise, by default, the captions will always read Plaintiff(s) vs. Defendant(s) or Petitioner(s) vs. Respondent(s).

Choose the specific tab that applies to your matter.

Counter claim
LEAP provides the ability to add captions for Counterclaims, so your Counterclaim plaintiff and Counterclaim defendant are easily identifiable. This will keep things clear and these details will also reflect in your future Captions as you create and automate forms.

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Cross-claim
If a Cross-claim applies to your case, this tab will similarly keep the Cross-claim plaintiff and Cross-claim defendant separate and distinguishable. These parties will also reflect in your Captions as you create future forms, correspondence, pleadings, etc. for your case.

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Third party tab
While perhaps not as common as the other two, if a Third-Party liability situation applies to your case, this card will keep all necessary third parties independent and distinct.