Case and project file management

One file per case or project, with its data, documents and status

A single case is usually spread across pleadings, copies of rulings, correspondence and memos held by more than one person, and nobody can tell its current status at a glance. Mstnd gathers it into one file: a folder for the case or project created for its team within the organizational structure, and a data template generated by AI to fit the type of file.

Case number, court, parties, status, next hearing date and responsible lawyer, or project number, client, phase and budget: fields the system generates and shows alongside the file's documents.

See case file management in Mstnd Start free

How does Mstnd manage case and project files?

Mstnd creates a folder for each case or project, links it to the responsible department or team with its permissions and confidentiality level, then the metadata agent Rasid generates a data template from a short description, such as case number, court, plaintiff, defendant, case status, next hearing date and responsible lawyer. Every related document is collected inside the file, its status is updated as work progresses, and the team sees data, documents and dates in one place.

Demo

See Case and project file management inside Mstnd

A folder for every case or project, owned by its team, with a data template generated by the metadata agent Rasid that gathers the file number, parties, status and dates in one place.

The challenge

A manager asks about the status of a case or project and the search begins: the pleading is with one lawyer, the correspondence in someone else's inbox, the hearing date in a personal calendar. Assembling the full picture takes hours and repeats with every question.

How Mstnd solves it

Mstnd creates the case or project folder for its team and generates its data template with AI, so parties, status and dates are recorded once and shown with the documents. Any team member opens the file and sees everything.

The result

A complete picture of every case or project at a glance, and reliable information for timely decisions.

Case and project file management

A case is more than a set of files

A case or project file needs more than a folder: consistent identifying data, a status that changes over time, dates that cannot slip, and a defined team with access. When these elements live in separate places, the links between them are lost and have to be rebuilt by hand every time.

In Mstnd, the folder, the data, the team and the dates are parts of one file. The status changes in one place and everyone sees it; a new document added to the file inherits its permissions and data template.

Approved

What a case or project file brings together

A folder for its team

The case or project file is created within the right organizational scope, such as the litigation and compliance team in the legal department, with the confidentiality level it deserves, so only its team can see it.

An AI-generated data template

Describe the type of file in one sentence and the metadata agent Rasid generates its data template: case number, court, plaintiff, defendant, case status (open, in hearing, closed), next hearing date and responsible lawyer, or the equivalent for projects.

Every document in one place

Pleadings, memos, rulings, correspondence, contracts and drawings are stored inside the file with their metadata and versions.

A status that moves with the work

A case moves from open to in hearing to closed, a project from planning to execution to closure, and the current status shows in the file's data and can be filtered on.

Tasks from inside the file

When a memo or contract is uploaded to the file, the review or signing task can be assigned to the right team member in the same step, so it reaches them with the document.

Case and project file management

Files this feature suits

Court cases and arbitration proceedings.
Contracting and supply contracts and projects.
Internal development and implementation projects.
Claims and settlement files.
Client files in law and consulting firms.
Any work with parties, a status, dates and a set of documents.

Approved

Real-world example

The legal department receives a new lawsuit. The department manager creates the case folder for the litigation and compliance team and asks Mstnd for a case-file data template; it generates fields for case number, court, plaintiff, defendant, case status, next hearing date and responsible lawyer. The statement of claim and supporting documents are uploaded to the file and their review is assigned to the appointed lawyer. A week before the hearing, the lawyer opens the file and finds memos, correspondence and data up to date in one place.

Frequently asked questions

Can the feature be used for non-legal projects?

Yes. A file suits any work with parties, a status, dates and documents, such as contracting, supply and internal development projects, and the data template is generated to fit its type.

Who can view a case file?

Only the file's team, according to the organizational scope and confidentiality level set when it is created; permissions can be widened or narrowed later from permission management.

Can the generated template's fields be edited?

Yes. The AI-generated template is a starting point; fields can be added, removed or retyped before saving it as an approved template for similar files.

Can cases be searched by status or hearing date?

Yes. The data template's fields are part of search and filtering, so you can show only cases in hearing or sort them by the next hearing date.

What happens when a case or project is closed?

The file's status is updated to closed and it is kept with all its documents, data and history; it can be archived according to the organization's retention policy.

Make every case or project one file that knows its own status.

Book a demo of case file management in Mstnd Start free

Related features

Document metadata Tasks & Workflow Organizational Structure

Chat with us on WhatsApp

+966 11 208 6999

Try free now Go to Mstnd

Case and project file management

One file per case or project, with its data, documents and status

Case number, court, parties, status, next hearing date and responsible lawyer, or project number, client, phase and budget: fields the system generates and shows alongside the file's documents.

See case file management in Mstnd Start free

How does Mstnd manage case and project files?

Demo

See Case and project file management inside Mstnd

A folder for every case or project, owned by its team, with a data template generated by the metadata agent Rasid that gathers the file number, parties, status and dates in one place.

The challenge

How Mstnd solves it

The result

A complete picture of every case or project at a glance, and reliable information for timely decisions.

Case and project file management

A case is more than a set of files

Approved

What a case or project file brings together

A folder for its team

An AI-generated data template

Every document in one place

Pleadings, memos, rulings, correspondence, contracts and drawings are stored inside the file with their metadata and versions.

A status that moves with the work

A case moves from open to in hearing to closed, a project from planning to execution to closure, and the current status shows in the file's data and can be filtered on.

Tasks from inside the file

When a memo or contract is uploaded to the file, the review or signing task can be assigned to the right team member in the same step, so it reaches them with the document.

Case and project file management

Files this feature suits

Court cases and arbitration proceedings.
Contracting and supply contracts and projects.
Internal development and implementation projects.
Claims and settlement files.
Client files in law and consulting firms.
Any work with parties, a status, dates and a set of documents.

Approved

Real-world example

Frequently asked questions

Can the feature be used for non-legal projects?

Yes. A file suits any work with parties, a status, dates and documents, such as contracting, supply and internal development projects, and the data template is generated to fit its type.

Who can view a case file?

Only the file's team, according to the organizational scope and confidentiality level set when it is created; permissions can be widened or narrowed later from permission management.

Can the generated template's fields be edited?

Yes. The AI-generated template is a starting point; fields can be added, removed or retyped before saving it as an approved template for similar files.

Can cases be searched by status or hearing date?

Yes. The data template's fields are part of search and filtering, so you can show only cases in hearing or sort them by the next hearing date.

What happens when a case or project is closed?

The file's status is updated to closed and it is kept with all its documents, data and history; it can be archived according to the organization's retention policy.

Make every case or project one file that knows its own status.

Book a demo of case file management in Mstnd Start free

Related features

Document metadata Tasks & Workflow Organizational Structure

Chat with us on WhatsApp