A case in Oryn is a single container for everything related to one legal matter. Every document, pleading, hearing, time entry, trust transaction, and audit event connects back to it.

Before you create a case

You need:

  • A client record (or you can create one inline)
  • A matter type (e.g., Family Law → Dissolution, Dependency → Shelter Care)
  • An originating attorney assigned to the matter

Creating the case

  1. From the Matters sidebar, click New Case
  2. Select or create the client
  3. Pick a matter type — the form shown adapts to the vertical (family law matters ask about children and assets, dependency matters ask about the DOB of the child and the parents)
  4. Fill in the required fields (marked with *)
  5. Click Create

What happens next

The case is created with:

  • A unique matter number (format configurable per firm)
  • A case timeline with a created event
  • A court tracking row if a court was selected
  • Empty documents, time, trust, pleadings, hearings, and tasks tabs — ready to accept data

Every subsequent action — uploading a document, generating a pleading, adding a party, logging time — appends to the case timeline and writes an audit-log entry.

Once a case exists, add related parties:

  • Other counsel
  • Guardian ad litem / CASAs (dependency)
  • Service providers (dependency)
  • Witnesses (litigation)
  • Children, other parent, interested parties (family law)

Related parties are reusable across matters once created. Conflict-of-interest checks run automatically when you add a party, flagging existing matters where that party has adverse alignment.

Last updated: 2026-04-21 \u2190 All articles