Platform / Lists
The right fields for each case, without a rigid case type
A talc case and a trucking case need different data. So do a case in intake and a case in settlement. Lists let a case carry exactly the fields it needs right now, and pick up more as it moves.
Activity
Jul 2026 · 12 itemsStatus changed to Signed
Automation
CaseHQ retainer signed
Rosa Delgado
Intake complete — Ozark Freight
Avery Kim
rosa.delgado@email.com
(314) 555-0142
How it works
- 01
Define a list once
A list is a named set of fields: the data your firm tracks for a litigation, a phase, or a project. Think Talc litigation, Settlement, or 2026 trial docket.
- 02
Add cases to it
Add one case or a hundred. Each case picks up the list's fields alongside whatever it already carries. A case can sit on several lists at once.
- 03
Work the list like a docket
Filter the inventory by list to see just that group, with its specific fields as columns. When the phase ends, the data stays on the case.
Why not just case types?
Traditional case management asks you to pick one type per case, up front, forever. Real matters are messier. A client injured by a defective product might also have a workers' compensation claim. A mass tort case is simultaneously part of a litigation and part of your settlement process.
Lists treat those as overlapping groups instead of a single box. The tradeoff is honest: you give up one tidy "type" column and get back a docket that matches how your firm actually works. Most firms stop maintaining side spreadsheets within the first month, because the list view already is that spreadsheet.
Model one of your litigations
In a demo we will build a list for one of your real litigations, with your fields, and show how cases inherit it in one click.