Bulk Entry
Bulk Entry is a spreadsheet-style grid for capturing many matters at once, typed or pasted straight from Excel, Numbers or Google Sheets.
Two modes
| Old files | Matters that were already open (or closed) before Caseo. You can type their existing reference, or let Caseo number them from your reserved old-file range. They can carry a closed date, and are marked Legacy in the matter list. |
| New matters | Matters you're opening now. They take the next live number, open with status Open, and every row is conflict-checked like the new matter form. |
The columns
Old files: Ref, Name, Surname, ID, Tel, Alt. phone, Email, Address, Type, Description, Opened, Closed, Prescription, Cause of action, Referral source, Assigned to. New matters drop Ref, Closed and the two key dates, and add Other side. Type dates as DD/MM/YYYY.
Pasting from a spreadsheet
- In Excel, Numbers or Google Sheets, select your rows, including the heading row if you have one, and copy.
- Click into the first cell of the grid and paste.
- Check the rows Caseo has filled in, fix anything flagged, and save.
- With a heading row, Caseo matches columns by their names in any order. It recognises the usual variations: "File no" for Ref, "Client" or "Full name" (split into name and surname), "Cell" for Tel, "ID", "Passport" or "Reg no", "Other side" or "vs", "Referred by", "Fee earner" or "Attorney", and so on.
- Without headings, columns fill in the grid's order.
- Dates in most formats are converted, including Excel's own date numbers.
- Matter type, referral source and attorney are matched to your lists regardless of capitals.
Checks before saving
- Every row needs a name and surname (organisations just a name).
- Dates must be real and not in the future, and a closed date can't be before the opened date.
- A prescription or cause of action date Caseo can’t use is marked in amber and left off when the file saves (the summary says why); it never stops the save. A prescription date still ahead gets its diary reminders 6, 3 and 1 month before, as on the matter.
- An ID number that appears twice in your rows, or belongs to an existing client, is flagged unless another detail agrees. Choose Different person, or in New matters Use this client.
- New-matter rows with possible conflicts each need acknowledging (there's an Acknowledge all shown button).
- Up to 200 rows per save.
Working in the grid
- Move down a row (adds a row at the end)Enter
- Next cell; on the last cell, adds a rowTab
- Insert a rowAltEnter
- Save⌘/CtrlEnter
Unsaved rows are kept in your browser, so you can come back to them, and Caseo warns you before you leave the page with rows unsaved. View all lists captured old files, where you can search, edit in place, delete, and reassign or change referral in bulk.
Something unclear or out of date? Email hello@caseo.co.za.