Using the Case Management Board

The Case Management Board is the operational center of Prima.Law. It is where all case activity comes together and where daily work is planned, prioritized, and monitored. Rather than opening cases one by one, the board gives you a live, configurable overview of your entire workload.

Accessing the Case Management Board

You can access the Case Management Board from the left-hand sidebar. It appears directly below the Home button.

When you open the Case Management Board for the first time, you will see a single default view called Overview.

Who Can Manage Statuses and Meta Statuses

Statuses and Meta Statuses are a core part of the Case Management Board, but not every user can create or manage them.

By default:

Only administrators can create, edit, delete, or reorder statuses and meta statuses
Administrators control this access level

Administrators can grant additional permissions by navigating to:

Administrator Panel
User Permissions

From there, they can allow selected users to:

Create, update, or delete statuses
Create, update, or delete meta statuses
Manage related table configuration

This permission structure ensures consistency while still allowing flexibility when needed.

Understanding the Default Overview

The Overview view displays a broad snapshot of your cases. By default, it includes common columns such as:

Contact Name (links to the contact)
Case Name (links to the case)
Case Type
Assigned Attorney or Paralegal
Status
Meta Status
Open or Closed indicator

This view is intentionally broad so new users can immediately see activity across the system. However, it is only a starting point.

Views and Customization

Views are saved configurations of columns, filters, grouping, and sorting. Each view represents a different way of looking at your cases.

At the top of the Case Management Board, you will see a plus (+) button. This allows you to create additional views without affecting existing ones.

Each view can be customized independently.

Customizing Columns

Not all available columns are shown by default. This avoids overwhelming the board with information.

To customize visible columns:

Click Customize below the view tabs
Enable or disable columns you want to see

Examples of additional columns you may choose to display include:

Priority
Completion goal date
Case tags
Client Portal status
Last call date

Enabled columns also become available as parameters for filtering, grouping, and sorting.

Managing Statuses and Meta Statuses from the Board

Statuses and Meta Statuses are managed directly from the Case Management Board.

In the Status or Meta Status columns, each cell includes a dropdown menu. From this dropdown, you can:

Search existing statuses or meta statuses
Assign a value to a case
Remove a value by selecting None

Scrolling to the bottom of the dropdown reveals the Add Status or Add Meta Status option (administrator permission required).

Creating a New Status or Meta Status

When adding a new status or meta status, you can configure:

Name and label
Background color (from preset options or a custom color picker)
Text color (black or white for readability)

Custom colors can be selected directly from the pop-up interface.

Once saved, the new status or meta status becomes immediately available throughout the system and can be applied to open or closed cases.

Statuses and meta statuses can also be reordered from the Case Management Board so they appear in a logical order in dropdown menus.

Filtering: Building Work Queues

Filters allow you to narrow the board to only the cases you need to focus on.

When adding a filter, you choose:

The column (parameter)
The operator (equals, not equals, contains, is empty, is not empty)
The value

For example, to see only cases under attorney review:

Column: Status
Operator: Equals
Value: Attorney Review

You can apply multiple filters at once, such as filtering by case type, open/closed status, or assigned staff.

Grouping: Seeing Patterns and Bottlenecks

Grouping organizes cases into visual sections based on a selected column.

For example, you may:

Group by Meta Status to see who cases are waiting on
Group by Assigned To to distribute workload
Group by Case Type to focus on a specific practice area

Grouping works especially well when combined with filters.

Example workflow:

Filter cases where Status equals Attorney Review
Group by Assigned To

This immediately shows which staff members have cases pending review.

Sorting: Ordering Your Results

Sorting controls the order in which cases appear within a view.

You can sort by:

Contact Name
Case Name
Due Date
Priority

Sorting can be applied alphabetically or chronologically and works alongside filters and grouping.

Saving Custom Views

Once you have configured columns, filters, grouping, and sorting, you can save the setup as a view.

Saved views allow you to return to the same configuration without rebuilding it each day.

Examples of useful views include:

Open cases assigned to a specific paralegal
Cases waiting on the client
Open I-130 cases
EAD renewals in progress

Views can be created, renamed, or deleted as your workflow evolves.

Table View and Column View

By default, the Case Management Board opens in a table layout. If you prefer a visual workflow, you can switch to the column-based view.

The toggle for switching views is located next to the filtering controls.

Column view is useful for users who prefer to track progress by status stages rather than rows.

Tags and Exporting Data

From the Case Management Board, you can:

Assign, manage, or delete case tags
Filter or group cases by tags
Export the current view as an Excel (XLSX) file

Exporting is useful for reporting, analysis, or sharing data outside the system.

Why the Case Management Board Matters

The Case Management Board pulls together everything you do on the Case Page:

Statuses and meta statuses
Assigned staff
Tags
Dates and priorities

Because it reflects real-time case data, the board becomes a live operational tool rather than a static report.

Managers can use it to identify bottlenecks, rebalance workloads, and monitor progress. Individual users can use it to organize daily tasks and focus on the right cases at the right time.

Best Practices

Use statuses and meta statuses consistently
Create views that reflect real work queues
Save views instead of rebuilding filters daily
Customize columns to reduce visual noise
Revisit views as workflows change

When used correctly, the Case Management Board replaces spreadsheets and manual tracking, giving you a clear, flexible, and reliable way to manage casework in Prima.Law.