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Overview

Cases (Casos) are the core legal matters handled by your firm. Each case is associated with a client and can have multiple process types and opposing parties. This guide walks you through the complete case management workflow.

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Prerequisites

Before creating a case, you must have at least one client registered in the system. Cases cannot be created without an associated client.
Required permissions: encargado, admin, or abogado role

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Creating a New Case

1

Navigate to Cases

Access the cases module from the main navigation menu by going to /caso/caso.
2

Click Create New Case

Click the “Create” or “Nuevo Caso” button to access the case creation form.
3

Fill Required Information

Complete the following required fields:
  • Case Number (n_caso): Unique identifier for the case
  • Start Date (fecha_inicio): Date when the case begins
  • Status (estado): Current state of the case (e.g., Active, Closed, In Progress)
  • Client (id_cliente): Select the client associated with this case
4

Add Optional Details

You can also provide:
  • End Date (fecha_final): Date when the case concluded (leave empty for ongoing cases)
  • Description (descripcion): Detailed information about the case
5

Submit the Form

Click “Save” or “Guardar” to create the case. You’ll see a confirmation message: “Caso registrado correctamente.”

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Validation Requirements

The system enforces the following validation rules: 
'n_caso' => 'required',
'fecha_inicio' => 'required',
'fecha_final' => 'nullable',
'descripcion' => 'nullable',
'estado' => 'required',
'id_cliente' => 'required'
Case numbers should follow your firm’s naming convention for consistency and easy reference.

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Case States and Status Management

Cases can have different states to track their progress:
  • Active: Currently being worked on
  • Pending: Awaiting action or information
  • Closed: Case has been concluded
  • Archived: Historical cases no longer active

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Updating Case Status

1

Navigate to Case Details

Click on a case from the list to view its details at /caso/caso/{id}.
2

Edit Case Information

Click the “Edit” button to modify case details.
3

Update Status

Change the estado field to reflect the current status.
4

Save Changes

Submit the form to update the case. You’ll see: “Caso Actualisado correctamente.”

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Assigning Process Types

Each case can have one or more process types (TipoProceso) assigned to categorize the legal proceedings.
1

Open Case Details

Navigate to the case detail page at /caso/caso/{id}.
2

Access Process Type Section

Scroll to the “Process Types” or “Tipos de Proceso” section.
3

Select Process Type

Choose a process type from the available options (e.g., Civil, Criminal, Family Law).
4

Assign to Case

Click “Assign” or “Asignar Proceso” to link the process type to the case. You’ll see: “Proceso asignado.”

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Removing Process Types

If a process type was assigned incorrectly:
  1. Locate the assigned process type in the case details
  2. Click the “Remove” or delete button
  3. Confirm the removal - you’ll see: “Proceso Removido.”

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Adding Opposing Parties

Opposing parties (Parte Contraria) represent the other side in a legal case.
1

Open Case Details

Go to the case detail page.
2

Navigate to Opposing Parties Section

Find the “Opposing Parties” or “Partes Contrarias” section.
3

Select Opposing Party

Choose from existing opposing parties or create a new one.
4

Assign to Case

Click “Assign” to link the opposing party to the case. Confirmation: “Parte contraria asignada.”

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Removing Opposing Parties

  1. Find the opposing party in the case details
  2. Click the remove button
  3. Confirm - you’ll see: “Parte contraria Removido.”

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Searching and Filtering Cases

The system provides search functionality to quickly find cases:
1

Use the Search Bar

On the cases index page, use the search input to filter cases.
2

Search by Case Number or Status

The search function looks through:
  • Case number (n_caso)
  • Case status (estado)
3

View Results

The list will update to show only matching cases with pagination (5 cases per page).
Use descriptive case numbers and keep status values consistent for easier searching.

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Deleting Cases

Cases can only be deleted if they have no associated resources (documents, activities, etc.). Remove all connections before attempting to delete a case.
1

Locate the Case

Find the case you want to delete from the cases list.
2

Click Delete

Click the delete or trash icon for the case.
3

Confirm Deletion

Confirm the action. If successful: “Caso eliminado correctamente.”
If the case has dependencies, you’ll see an error message: “No puede eliminar! Antes elimine sus conexiones.”

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Best Practices

  • Consistent Naming: Use a standardized format for case numbers (e.g., YYYY-NNN or CLIENT-NNN)
  • Regular Updates: Keep case status current to maintain accurate records
  • Complete Information: Fill in description fields with relevant case details for future reference
  • Document Everything: Link all relevant documents and activities to cases
  • Review Before Deletion: Ensure all case data is archived or transferred before deletion
After creating a case, you’ll typically want to:

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Technical Reference

Controller: CasosController.php Key Routes:
  • List cases: GET /caso/caso
  • Create case: POST /caso/caso
  • View case: GET /caso/caso/{id}
  • Update case: PUT /caso/caso/{id}
  • Delete case: DELETE /caso/caso/{id}
  • Assign process: POST /caso/caso/{id}/procesos
  • Assign opposing party: POST /caso/caso/{id}/p_contrarias
Model: Casos with relationship to Cliente

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