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To see all of your firm’s cases, simply click on the Cases tab on the left menu. This will show you a list of all cases, from all clients as well as cases your firm has without an associated client (Independent Cases).
Client Cases
Need to see your client’s cases? No worries. As long as your clients are connected to your account on PropertiFlow, you’ll be able to see them by clicking Clients in the left menu. This will let you see cases only for that client.
Once you select a client, you’ll be able to see a list of all their cases, and their current status. If you need to take action on any case, click Details to open the case details page.
Creating a case without a client (Independent Cases)
Client not on PropertiFlow yet? No worries. You can create a case for them without them on the platform (though, it’s simpler if they are). We call these Independent Cases.
First, login to PropertiFlow and click on the Cases tab in the left menu. In the My Cases section, you will see all Independent Cases created by your firm.
To create an Independent Case, click on Start a Case on the top right. This will bring up the case workflow.
Fill out the required details to start the case. Make sure to fill out the Legal Info section in order to start the case and generate the court documents.
Case Details
Case details may vary from state to state based on legal requirements. If you have any questions on the fields that are shown, feel free to contact us at support@propertiflow.com
Eviction cases have a few types of information that are required in order to properly process a case.
Property
These are the details about the property, such as the address, the client and landlord name as well as the unit.
Lease / Tenant
This details the tenant in question, as well as the lease that is associated to the property and unit in question.
Additional Information
Here is listed all the additional info required by the courts to be able to file the case completely.
Legal Info
Lastly, here are the details required from the lawyer specifically. This includes the internal tracking number (matter number), legal fee amounts, and any other relevant info needed from law firms for a case.
