Cases in ProPlaintiff.ai contain all the information related to your client, case files, statistics, and tools for managing the matter from start to finish.
Where to Find Cases
In the Main Navigation panel, click Cases.
The Active Cases page will display, showing all cases that have not been archived.
The Active Cases Table
The Active Cases table is your central hub for viewing and managing cases.
Click New Case to create a case.
All active (non-archived) cases will appear here, organized by columns: Case Name, Case Type, Status, Client, Date of Loss, and Last Modified.
Searching and Filtering
Use the search bar to quickly find a case.
Use Filters to sort by Case Name, Case Type, Status, Client, Date of Loss, or Last Modified.
Case Actions
Each case has an Actions menu (three dots ...) on the right-hand side. From here, you can:
View Case
Opens the Case Overview page for detailed case information.
Update Case Status
Select Update Status from the Actions menu.
Choose from available statuses:
Open – Case is active and being worked on
Pending - Case is waiting for action
In Treatment – Client is receiving medical treatment
Pre-Litigation – Preparing for potential litigation
Litigation – Case is in active litigation
Settled – Case has been resolved
See Case Overview article for more information.
Assign Attorney
Select Assign Attorney from the Actions menu.
Search for or select from the list of attorneys in your firm.
Archive Case
Select Archive Case if you no longer want it to appear in the Active Cases table.
Confirm the archive action — this cannot be undone.
Bulk Actions
Select multiple cases using the checkboxes on the left.
Click Bulk Actions to apply Update Status, Assign Attorney, or Archive Cases to all selected at once.
Need Help?
👉 Check out our YouTube video - ProPlaintiff.ai V3 Tutorial Walkthrough
If you need additional assistance, please don’t hesitate to reach out to our support team via chat or email us at cx@proplaintiff.ai. We're here to help!