LN Services Manual

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Case Management ​

A Case is one client's enrollment in one service — e.g. "Rajnish Kumar's Company Registration." This is where the actual work of a filing gets tracked from new through to completed.

Case list ​

What it's for ​

See every case across every client, filter by status, bulk-assign unassigned cases to employees, and jump into any case's detail workspace.

Case Management

Steps: assign unassigned cases automatically ​

Click ① Auto Assign Cases — the system distributes any case sitting at "Unassigned" to employees based on workload and their assigned service modules (see Employees).

Steps: open a case ​

Click View on its row.

Technical Notes

GET /api/admin/cases (filterable by status, searchable by case ID or client name). Bulk assignment: POST /api/admin/cases/auto-assign. Delete: DELETE /api/admin/cases/:id.

Case details ​

What it's for ​

The full workspace for one case: who it's assigned to, billing, required documents, checklist/progress, drafts, payments, and a running note/activity history.

Case Details

Steps: move a case forward ​

  1. Click ① Update Status, pick the next valid status (only legal next-steps are offered, e.g. New → Awaiting Documents → Under Review → In Progress → Filed → Completed), optionally add a note, and confirm.
  2. To assign or reassign, use the employee dropdown in the Assignment card — this saves immediately, no separate button.
  3. Click Collect Payment to record a payment against this case's balance.
  4. Use Bulk Upload to attach multiple documents at once, or the Documents tab for individual files.
  5. Use Create Draft to start a data-collection form for this case (see Draft System), or Add Note to leave an internal note visible in the Notes tab.
Technical Notes

GET /api/admin/cases/:id, GET /api/admin/cases/:id/required-documents. Status change: PUT /api/admin/cases/:id/status (server validates the transition against CASE_STATUS in utils/constants.js — you can't skip straight from New to Completed). Assignment: PUT /api/admin/cases/:id/assign. Notes: POST /api/admin/cases/:id/notes. The Case model holds running billing totals (total/paid/balance); each Payment document is just a receipt against it — there's no separate Invoice entity.