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Product · Case Management

One ledger. Every matter. Every forum. Every counsel.

The Case Ledger is the spine of Case Trail — every other module joins to a row here. Built around how Indian disputes actually work.

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The problem

What goes wrong when matter data isn't in one place.

The teams we work with manage hundreds to thousands of live matters. None of the legacy tools they inherited treat 'matter' as the unit of truth.

  • Matter data lives in five places

    Cause title in one spreadsheet, exposure in finance's tracker, hearing dates on counsel's WhatsApp, documents in a shared drive nobody owns. Reconciling them eats every Monday.

  • Status fields drift across the org

    One team writes 'Disposed', another writes 'Closed', a third writes 'Done'. Filters break, dashboards lie, the board deck takes three days to compile.

  • Exposure roll-up is a manual chore

    How much money is on the line across all open matters at the Bombay HC? You need to know now — but the answer requires three lookups and a SUMIF.

  • Audit trail is patchy at best

    When the regulator asks who changed the stage from '13(2) issued' to '13(4) possession' on April 15th, the answer is: probably someone, somewhere, but we'd need to ask around.

Capabilities

What the Case Ledger gives every team.

Built once, used by every downstream module — hearings, drafts, notices, spend, dashboards, the Notebook.

  • Indian forum taxonomy out of the box

    HC · SC · DRT · NCLT · NCLAT · DRAT · SAT · NCDRC · Arbitration · District · Family · Consumer. Cause-list and stage fields know how each forum actually works.

  • Fixed status palette

    Active · Listed · Reserved · In appeal · Adjourned (sine die) · Disposed · Decree obtained · Decree against. Every report, every filter, every dashboard speaks the same eight words.

  • Exposure roll-up by any cut

    ₹ across forum, stage, counsel, business unit, vintage. Slice live, drill in two clicks, export to PDF for the board. No SUMIF.

  • Deep-linkable everywhere

    Every screen state — id, tab, action, filter, sort, search — lives in the URL. Share a filtered ledger view in Slack and the recipient sees exactly what you saw.

  • Audit trail, signed and exportable

    Every read, every write, every status change — captured with actor, timestamp, and prior value. Export for RBI, IRDAI, DPDP, SEBI inquiries without a fire drill.

  • Bulk actions and saved filters

    Assign counsel, tag, archive, export 500 matters in one move. Save a filter (priority:p0 · forum:drt-mumbai · stage:listed) and pin it to the sidebar.

Status palette

Eight statuses. Every team. Same definitions.

Fixed vocabulary — no custom statuses, no team-specific synonyms. This is how downstream filters, dashboards and audit reports stay coherent at scale.

StatusWhat it means
ActiveLive matter, work ongoing.
ListedOn the cause list for a hearing.
ReservedHeard, order awaited.
In appealOriginal disposed, appeal pending.
Adjourned (sine die)Indefinitely postponed.
DisposedClosed at this forum.
Decree obtainedWon — recovery / enforcement next.
Decree againstLost — appeal window open.
Voice from the field

Why a single ledger changes the conversation.

“Before Case Trail, our Monday review took two hours and ended in three different exposure numbers. Now it takes fifteen minutes and the number on the screen is the number we report to the board.”
General Counsel · listed Indian NBFC
Open the workspace

See the Case Ledger with sample Indian matters.

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CTCase Trail

Legal operations for Indian enterprises — case ledger, cause-list, workflows, and a Notebook on every file.

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