A client can have one or more cases. The case type, main issue, responsible attorney, status and venue are selected from lists of codes setup by the user. Cases can be marked incomplete. Cases can be found by many criteria, including status, venue, type of case, judge, doctor, etc. A case note is used to record a summary of the case or other helpful information. Note templates can be created to insert a custom questionnaire into the case note based on your own intake questions.