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Case Detail
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Status
01
Personal Information — Filing Party
Full Name *
Name is required
Email
Phone
Address
Attorney Name
Attorney Email
Attorney Phone
02
Spouse Information
Full Name *
Name is required
Email
Phone
Address
Attorney Name
Attorney Email
Attorney Phone
03
Children
No children on file.
04
Marital Details
Marriage Date
Separation Date
Grounds
Prior Agreement Notes
05
Special Circumstances
Additional Notes
•
Info
Dispute Type
Claim Amount
$
Optional
Court Case #
Optional — if one already exists
Dispute Summary
01
Plaintiffs
Plaintiffs
No plaintiffs on file.
Plaintiff Attorneys
No plaintiff attorneys on file.
02
Defendants
Defendants
No defendants on file.
Defendant Attorneys
No defendant attorneys on file.
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Client Intake Form
Generate a link for a party to submit or update their own information. If a draft link already exists for this case, this reuses it instead of creating a new one.
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Case Notes
No notes yet.
Add a Note
•
Communication Log
No communications logged yet.
Log a Communication
Type
Date
Note
•
History
No history yet.
01
Scheduled Sessions
No sessions scheduled yet.
02
Schedule a Session
Date & Time *
Date & time is required
Method *
Location Name *
Location name is required
Location Address *
Location address is required
A Zoom meeting will be created automatically when you schedule this session.
01
Email Templates
Manage Templates in Settings
No templates yet — add some in Settings.
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Case Financials
Mediation Fee
$
Fee Type
Payments
No payments logged yet.
Log a Payment
Payer
Amount
$
Method
Side *
Payer Name
Payer Email
Date
Note (optional)
•
Billing Contacts
Add a billing contact for each party who will be invoiced separately.
No billing contacts yet.
Add Billing Contact
Case Party / Attorney
Name
Email
Name
Email
•
Invoices
No invoices yet.
Generate New Invoice
Add a billing contact above before generating an invoice.
Billing Contact
Description
Session Date
Amount
$
Due Date
06
Financial Snapshot
Combined Household Income
$
Annual, estimated
Estimated Monthly Expenses
$
Support Amount
$
Monthly
07
Assets
No assets on file.
08
Debts
No debts on file.
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Court Information
Drives the caption block on every filing generated for this case.
Cause Number *
Cause number is required for filings
County
Court Type
Court Number
Text — district courts use ordinals
Style Format
Referral Order Date
Optional
Party A Legal Name
As it appears on the docket
Party B Legal Name
As it appears on the docket
Verify against the docket
These were copied from the case parties. Court captions must use the legal name exactly as it appears on the docket.
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Filings
Each report keeps its own copy of the template it was built from, so an old filing never changes when Settings does.
No filings yet.
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Mediation Status Report
Step 1 of 3 — Session details
Session Date *
Session date is required
Format
Location
Required when the referral order directs the mediator to report attendance
Non-Appearances
Status
Report Text Edited
Preview
Recipients
Where a side has counsel of record, the attorney is preselected and the party is not — service on a represented party goes to their attorney. Change any of it.
No email addresses on this case. Add one to a party or attorney on the Overview tab before sending.
Subject
Message
Everything the eFileTexas portal asks for, in the order it asks. Copy each value straight across.
Filing Record
Fill these in after the portal accepts the submission.
Envelope Number
Filing Status
Help
04
Settlement Terms
Settlement Amount
$
Paying Party
Payment Terms
Payment Due Date
Additional Terms
Approved draft-terms submissions below are appended here automatically — you can still hand-edit any time.
Send a link so either side can submit draft settlement terms for your review.
Draft Terms Submissions
No submissions yet.
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Agreement to Mediate
Generates a ready-to-sign PDF from the boilerplate configured in Settings, merged with this case's data. No branding — this document is designed to be uploaded to BoldSign for signature.
Generate a link for
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Agreement to Mediate Status
Not yet sent.
No updates yet.
Send Email
Send To
Check every party who should receive this email.
Subject
Body
Merge fields have already been filled in from this case's data — review before sending.
Send Receipt
Send To
Check every party who should receive this receipt.
Subject
Body
Merge fields have already been filled in from this case's data — review before sending.
Send Invoice
Send To
Editing this only changes where this email goes — it does not update the contact's saved email on the invoice.
Subject
Body
Intake Form Link
Link
Draft Terms Links
Each link stays active for multiple submissions — share it once, and that side can propose or revise terms at any point during negotiation.
Plaintiff Link
Defendant Link
Case Detail v1.54.0
