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ABOUT CRIMSONLOGIC...CrimsonLogic is a partner to governments globally with over 30 years of experience with products and services that focus on Trade, Legal, Digital Government and

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Page 1: ABOUT CRIMSONLOGIC...CrimsonLogic is a partner to governments globally with over 30 years of experience with products and services that focus on Trade, Legal, Digital Government and
Page 2: ABOUT CRIMSONLOGIC...CrimsonLogic is a partner to governments globally with over 30 years of experience with products and services that focus on Trade, Legal, Digital Government and

ABOUT CRIMSONLOGIC CrimsonLogic is a partner to governments globally with over 30 years of experience with products and services that focus on Trade, Legal, Digital Government and Cyber Security. Supported by two key shareholders – PSA International and Enterprise Singapore, CrimsonLogic’s deep understanding of the way agencies work, interact and deliver services has enabled us to pioneer innovation world-class solutions such as TradeNet®, eJudiciary, eStamping and CertOfOrigin, used on a daily basis by government globally to empower these organizations to collaborate with their citizens and ecosystem seamlessly. Our capabilities range from consulting, developing, building and operating solutions, products and services. we are also highly experienced in Public-Private Partnership, working closely with various government customers in sharing investments, risks and returns. To date, CrimsonLogic has offices in 19 countries spanning across Asia, Middle-East, Africa, Americas and the Caribbean, and two Solutions Development Centers (SDC) in India and Malaysia.

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ABOUT PHOENIXICT TECHNOLOGIES We tailor to you needs, resolving your business issue optimizing technologies is our key priority. Our experience calls for expertise development and capacity building to propel Thailand to be future ready

Mission To be responsible value creator through partnering with global players by offering resolutions to our clients. Earning TRUST to drive transformation in addressing a better digital world.

Vision To aspire and inspire collaboration toward future readiness.

Solution and service 1. Business solution 2. Artificial intelligent (AI) 3. Cybersecurity solution 4. Blockchains

Page 4: ABOUT CRIMSONLOGIC...CrimsonLogic is a partner to governments globally with over 30 years of experience with products and services that focus on Trade, Legal, Digital Government and

Contents

© CrimsonLogic Pte Ltd 4

CONTENTS About this Guide ..................................................................................................................................... 6

Audience ................................................................................................................................................. 6

Purpose .................................................................................................................................................. 6

How to read this guide ........................................................................................................................... 7

Overview of TAI EASY System ................................................................................................................. 9

Features of the System ........................................................................................................................... 9

Manage User Account .......................................................................................................................... 10

Create User Account ............................................................................................................................ 10

Setup User Login Details ............................................................................................................... 18

Create or Change Signature .......................................................................................................... 20

Update User Profile ...................................................................................................................... 23

Change Password ......................................................................................................................... 24

Dissociate from Law Firm ............................................................................................................. 25

Create case ........................................................................................................................................... 26

Case Approval ....................................................................................................................................... 36

Return of Service .................................................................................................................................. 37

Represent Case ..................................................................................................................................... 43

Arbitrator Assignment .......................................................................................................................... 50

Arbitrator Assignment Acceptance ...................................................................................................... 51

Notifications and Tasks ........................................................................................................................ 52

View Notification Messages ......................................................................................................... 52

View and Complete Pending Tasks ....................................................................................................... 53

Sort and Filter Pending Tasks and Cases ...................................................................................... 54

Sort Pending Tasks and Cases ....................................................................................................... 55

Filter Pending Tasks and Cases ..................................................................................................... 55

View Case ............................................................................................................................................. 58

View My Cases .............................................................................................................................. 58

View All Cases ............................................................................................................................... 59

Case Summary .............................................................................................................................. 60

File Documents ..................................................................................................................................... 61

Download Case Documents .......................................................................................................... 65

Hearing Process .................................................................................................................................... 66

Add Hearing .................................................................................................................................. 66

Update Hearing ............................................................................................................................ 68

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Case Hearing ......................................................................................................................................... 70

Active Hearing .............................................................................................................................. 70

Completed Hearings ..................................................................................................................... 73

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About this Guide

© CrimsonLogic Pte Ltd 6

About this Guide This user guide serves as a first point of reference for the Legal Practitioners for the details and steps to follow during the usage of functionalities in TAI EASY.

This guide covers the details only on those functionalities that are accessible to the Legal Practitioners.

Audience This user guide is intended for the following users:

• Legal Practitioners

• Representative of TAI EASY

• Registrar

• Deputy Sheriff

• Arbitrators

Purpose The user guide explains the users to do the following:

• Manage User Account

o Create User Account

§ Setup User Login Details

o Create or Change Signature

o Update User Profile

o Change Password

o Dissociate from Law Firm

• Create Case

• Case Approval

• File Return of Service

• Represent Case

• Arbitrator Assignment

• Arbitrator Assignment Acceptance

• View Notification Messages

• View and Complete Pending Tasks

• View My Cases

• View All Cases

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• View Case Summary

o File Documents

§ Download and save a copy of the case documents to your computer

• Hearing Process

• Case Hearing

How to read this guide Before you start using this guide, it is important to understand the documentation conventions used in it.

• The phrase “TAI EASY system” and the word “system” denote the same and hence used interchangeably.

• Legal Practitioner and LP denotes the same and hence used interchangeably.

• Registrar and Reg denotes the same and hence used interchangeably.

• Deputy Sheriff and DS denotes the same and hence used interchangeably.

• Two types of callouts are used in this user guide to indicate tips and warnings.

This symbol indicates that it is a tip.

A tip provides good-to-know information that helps users complete a task or procedure and understand the functionality better.

This is a warning.

A warning refers to information that may be critical to the system’s functionality and might affect data or system’s stability.

• Screen names, field names or labels, field options are specified in bold font. For example, Enter Username and Password.

• Two consecutive “>>” in an instruction indicates how to access a page or functionality. For example, click Case Management >> My Cases means you first click Case Management and then My Cases.

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Figure 1-Application screen

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Overview of TAI EASY System System is a web-based platform (https://etai.coj.go.th) that leverages on content management systems and dynamic electronic form (e-form) technology. It offers Filing Parties and Court users a single access point for commencement and active management of case files throughout the litigation process. Front-end users can input information directly into e-forms, which can then be harnessed throughout the Case Management System.

System also provides functionalities and related services that streamline the litigation process, thereby helping to improve efficiency and enhance access to justice. The Courts calendaring process can be managed and streamlined to allow Courts users to better schedule current calendars. Hearing information such as outcomes can be captured and tracked for statistical reports

Features of the System Following are some of the important and useful features of the system:

• Prompt notifications are sent to the legal practitioner, registrar and arbitratorsregarding all the important activities related to your cases.

• Quick access to all the pending tasks from Home/Dashboards.

• All Legal practitioners can view all the cases of their firms.

• Manage your cases efficiently.

• Index hearing documents.

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Manage User Account

© CrimsonLogic Pte Ltd 10

Manage User Account This chapter explains the step-by-step procedure to do the following:

• Create User Account

o Setup User Login Details

• Create or Change Signature

• Update User Profile

• Change Password

• Dissociate from Law Firm

• Join a Law firm

Create User Account To create user account:

Open the internet browser and type https://etai.coj.go.th in the address bar.

Figure 2-Login page

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Select the Dispute Resolution Body to Create Account.

Figure 3-Create Account

The User Registration page is displayed.

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Figure 4-User Registration

Mandatory details are indicated by asterisk .

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Figure 5-Membership Information

Enter Law Firm, Membership Information, Career/Occupation and Career/Occupation Name if any. Select Qualification Details from the drop down.

Click Next to specify your Contact Information.

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Figure 6-Contact Information

Enter the required details and click Next. The Supporting Documents page is displayed.

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Figure 7-Supporting Documents

• You must attach at least ONE supporting document based on the requirements.

• You can attach a maximum of three documents.

• You can attach only PDF files.

• Each file must have a unique name and each file must not exceed 10 MB in size.

To attach files:

Click to add a supporting document. The Add Document page is displayed.

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Figure 8-Add Document

Select Type of the document.

It is recommended, to specify a Description for the document.

Click Select files to browse and select the required document to upload.

Click Seal or Unseal the document.

Click Save. A success message is displayed.

Figure 9-Success Message

The uploaded PDF is listed as shown below.

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Figure 10-Supporting Documents

• Repeat steps 7-12 to add another document type, for example Letter of Reference.

• To delete a document from this list, click .

• To modify the description of the attached document, click .

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Click Next to preview the specified details.

If the details are correct, select the checkbox to agree to the Terms of Service.

• You can modify the specified details before clicking Finish.

• To modify the details of a section:

a) Click Previous at the bottom of the page until you see the required section.

b) Modify or specify the required details.

Click Finish. You will receive an acknowledgement mail sent to the mailing address that you had specified while creating the user account.

The application is now sent to the Registrar for approval.

• If you have not received any email (to the mail id specified during registration), do the

following:

• Ensure that the email account you are checking is the same as you specified during the account registration.

• Check if the email has been delivered to your Junk or Spam folder.

Once the user account is approved, you must setup the login details for your user account.

If the application is rejected, a reason for the rejection will be provided. If you wish to reapply for a user account, make a fresh application.

Setup User Login Details Once your request for a legal practitioner user account is approved by the Registrar, you must setup your login details.

Prerequisites: • You must have created your user account.

• Registrar must have approved the request. To setup user login details:

Figure 11-Confirmation Mail

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1. Confirmation mail will be sent to the user after approval. 2. Click the link in the confirmation mail to create your username and

password. The Setup new User Login page is displayed.

Figure 12-Setup Login Details

3. Enter Username, Password, Confirm Password, Recall Question and Recall Answer.

4. It is suggested to not set recall question and answer which is variable.

• Mandatory details are indicated by asterisk .

• Username must be unique. If the Username you specified is already used by another legal practitioner, the system will prompt you to choose a different Username.

• Username must have a minimum of 3 characters.

5. Click on Save. User will receive welcome mail.

Figure 13-Welcome Mail

6. A task will be assigned for law firm admin to approve/reject user association with the law firm. Once it is approved, user will be an authorized LP to file cases. Also, a mail will be triggered to user as association confirmation mail.

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• The Law Firm admin is a unique role who has the ability to approve / reject the association of Legal Practitioners to their firm .

• Every Law Firm must have at least ONE Law Firm Admin.

• Law Firm Registration must be done by a legal practitioner and will be subjected to the Registrar / Case Manager’s approval.

• Upon approval of the registration, the Legal Practitioner (who registered the law firm) will immediately be given the role of Law Firm admin and thus have the ability to approve / reject subsequent user association(s).

Figure 14-Association Confirmation Mail

Once the law firm has associated you to their law firm, proceed to create your e-signature to file or represent a case.

You may change your password anytime.

Create or Change Signature It is recommended to create your e-signature the first time you log in to the system as e-signature is mandatory to file or represent a case.

To create or change e-signature:

Figure 15-Dashboard

Click Setting Icon menu will be displayed.

Figure 16-Menu

Click on Signature and New Signature option will display.

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Figure 17-Add Signature

Determine if you want to create or change signature.

If you are creating signature for the first time, follow the below steps:

Figure 18-Add Signature

a. Use your mouse pointer or any touch pad to sign inside the New Signature box.

Figure 19-Add Signature

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If you wish to change this signature, click Clear and retry.

b. Click Save to save the changes and click Close.

To change the existing signature, use the mouse pointer or any touch pad to sign inside the New Signature box.

Figure 20-Change Signature

• Existing signature will be displayed in the Current Signature box.

• If you are not happy with this new signature or made a mistake, click Clear to clear the New Signature and retry.

Click Save to save the New Signature.

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Update User Profile User Profile displays your details which you had specified while creating your user account. You can update your profile anytime. For example, you may need to update your profile if there is a change in your telephone number.

To update user profile:

1. Click >> User Profile. The Update User Profile page is displayed.

Figure 21-Update User Profile

2. Change the required details and click Save. Following success message is displayed.

Figure 22-Success Message

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Change Password To change password:

Click >> Change Password. The Change Password page is displayed.

Figure 23-Change Password

Enter a Password.

Re-enter the same password in Confirm Password field.

Enter a Recall Question and Recall Answer.

• If you forget your password, the system displays this Recall Question and prompts you to answer.

• If you enter an answer that is matching the Recall Answer, the system retrieves your password.

• Do not set a question which has a varying answer. For example, question like “What is your age?” will have a changing answer.

Click Save.

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Dissociate from Law Firm A legal practitioner can dissociate from a law firm.

Click Law Firm >> My Law Firm Details.

Figure 24-Side Menu

Click Dissociation Request.

Figure 25-Confirmation

Click Dissociation Request. A success message is displayed.

Figure 26-Success Message

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Your request is submitted for approval. The Law Firm Administrator will review and approve the dissociation request. Upon approval or rejection, you will be notified. If your request is rejected, the reason for rejection will also be notified.

Create case Legal practitioners may create or draft case respectively on behalf of claimants / respondents using the TAI EASY system.

The Lawyer who creates the case will be the legal practitioner in the case.

• Case can also be filed by Representative of TAI EASY and Service Bureau.

• To draft a new case on behalf of a legal practitioner, the secretary of the legal practitioner must click Case Management >> Create case from the side menu or add (+) button in My Active Cases, All Cases, Draft pages

• Status of the case is Draft until the legal practitioner submits the case.

• Upon submitting, the case will be subjected to the registrar’s approval.

Prerequisites: • You must be a registered legal practitioner in the system

• You must have a pre-set e-signature

There are two ways to file new case

Option 1: Navigate to Case Management>>Create Case.

Figure 3927-Menu

Option 2: Click to + button in My Active Cases, All Cases, Draft page.

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Figure 280-All Cases (Add Button)

Above mentioned option will redirect user to 1st step of the case filing.

1. Specify the required Case Type details and click Next.

Figure 291-Case Type

The Case Details screen will be displayed.

Specify the case details: Office Reference No, Language, Remarks, Disputed Amount, Currency, Disputed Details and Relief or Remedy Sought

Click Next. The Case Parties page is displayed.

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Figure 313-Case Parties

Click to add case party details.

Figure 302-Case Details

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Figure 324-Party Details

Specify the required Party Details. On selecting Party Type, the page reloads. The Address Details will also need to be filled in

• The details to be filled may vary based on the selected Party Category. For example, if the applicant Thai citizen, you will need to specify the person’s first name and last name.

Upon specifying all the required party details, click Save. Added party is listed as shown below.

Figure 45-Added Case Parties

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• To modify the party details, click .

• To remove the party from the case, click .

• To add another party, repeat steps 4-6.

Figure 336-Case Parties

Click Next. The Case Legal Practitioners page is displayed.

Figure 47-Legal Practitioner Details

Click icon to choose the required Legal Practitioners.

• If additional legal practitioner is not required or not applicable for this case, click Next

to skip this step.

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The Legal Practitioner page is displayed.

Figure 48-Legal Practitioner

Select the Legal Practitioner (If any). Click Save. The added legal practitioner is listed.

Case Legal Practitioners

To add another legal practitioner to this case, repeat steps 8-10.

Note: The word “false” corresponding to the legal practitioner indicates that he or she is not the instructing legal practitioner but a secondary legal practitioner for this case.

Click Next on the main page of the step to attach the required documents.

Figure 49-Supporting Documents

Click to attach a document.

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Figure 340-Add Document

Specify Group and Type of the document.

It is recommended to specify a Description for the document.

Click Select files to browse and upload the document. Uploaded document is listed as shown below.

Figure 351-Uploaded document

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Choose between sealed or unsealed documents. Sealed documents only allow the registrar to see while unsealed documents will allow both registrar and the other party to see.

Click Save. The following success message is displayed, and the attached document is listed as shown below.

Figure 362-Success Message

Figure 373-Uploaded Document

• To attach another document, repeat steps 12-16.

• To modify the document description, click .

• To remove the document, click .

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Figure 384-Uploaded Document

Click Next to view the Case Summary.

Figure 395-Case Summary

The specified details will be grouped into different sections.

Click Expand All to view all the details or click the individual section headings to view details specified in the respective section.

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Figure 406-Submit Case

Click Submit. You will be prompted to confirm the case submission.

Figure 417-Confirmation

Click Ok. Following success message is displayed.

Figure 58-Success Message

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Case Approval Once case is filed, case approval task will be generated for Registrar.

Figure 42- Task

1. Click on the button to process the task.

2. It redirects to case approval page.

Figure 43- Case Summary

3. Fill the required fields.

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Figure 44-Issue Case

4. Click on Submit button to complete the activity. Success message will be displayed on the screen.

Figure 45-Success Message

To hide the details of a section, click the respective up arrow. Refer to download a copy of case documents for more information.

To view all the details, click Expand All.

To hide all the details, click Collapse All.

Return of Service Return of Service can be filed for a case by anyone of the following:

It can also be filed by any of the following

• Deputy Sheriff

Prerequisites

• Return of Service document must be scanned and saved as PDF in your computer.

• Case Number (if you file return of service from the side menu by clicking Case Management >> Return of Service)

• Authorization code of the respondent. To file return of service:

Go to All Cases to view all the available cases.

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5. In the All Cases list, click the icon corresponding to the case. The Summary Information is displayed.

6. Take the information of party authorization code from the Case Parties panel.

There are two options to file return of services:

Option 1: Shortcut in Home/Dashboard Tasks form.

At the task form Home/Dashboard, click the icon.

Figure 88-Return of Service from task form

Option 2: Go to Case Management>>Return of Service.

Figure 89-Return of Service

Both options redirect user to the 1st page of the return of service.

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Figure 90-Search Case

7. Search case and click Next.

Figure 91-Authorize Codes

8. Select the required respondent or defendant, enter the respective authorize code and click Validate. If the code is correct, it is indicated by a green tick mark.

Figure 92-Authorize Codes

If there are more than one respondent or defendant, repeat step 6 for each respondent or defendant.

Enterauthorizationcodehere

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Click Next.

Figure 93-Return of Service

Specify the required details and click Next.

Figure 94-Upload Documents

Click to attach a document.

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Figure 95-Add Document

Select the Type of the supporting document.

It is recommended to enter a Description for the document.

Click Select files to browse and upload the document. Uploaded document is listed as shown below.

Figure 96-Add Document

Click Save. Uploaded document will be listed as shown below:

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Figure 97-Add Document

• To modify the document description, click .

• To remove the document, click .

• To add another document, repeat steps 9-11.

Click on Submit, following confirmation message will display.

Figure 98-Confirmation Message

Click OK to file, following success message will be displayed

Figure 99-Success Message

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Represent Case A case party can approach legal practitioners of a law firm to represent their case. Alternatively, they may enroll the help of a Service Bureau to help file their claims instead.

Prerequisites: • You must not be a legal practitioner associated to a law firm which is handling

the case for the opposite party.

• You must have set an e-signature before representing a case.

• Case Number to be provided by the claimant.

• Authorization code of the case party to be provided by the defendant’s party.

• All the details of the case party whom you are representing including Physical Address

• Supporting Documents to be provided by the respondent’s party.

It is recommended that you save the supporting documents using a logical name for easy reference in the future.

You can represent a case from the Case Management menu.

To represent a case from Home/Dashboards page: Go to Case Management>>Represent Case

Figure 59-Side Menu (Represent Case)

This method redirects user to the 1st step of the case representation.

The Search Case page will be displayed.

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Figure 60-Search Case

Enter Case No and click Search to view the case information.

Figure 461-Case Information

Click Next.

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Figure 472-Authorize Codes

Select the party name to enter the party’s authorization code and click Validate. If the code is correct, it is indicated by a green tick mark.

If you are representing more than one Respondent in a case, repeat step 4.

Figure 483-Authorize Codes

Click Next. The Case Parties are listed.

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Figure 494-Case Parties

Click corresponding, to the party whom you represent.

Figure 505-Case Party Details

Depending on the party type the details displayed may vary.

View the details and if required, you may modify or enter the required details such as mandatory address details.

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Click Submit to update the details and redirect you to Case Parties - Update Case Parties page.

Figure 66-Case Parties

If you are representing more than one Respondent or Defendant in a case, repeat steps 5-7.

Click Next.

Figure 67-Case Legal Practitioners

If you have additional legal practitioners, click . Otherwise go to step 11.

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Figure 68-Legal Practitioner

Select the required legal practitioner and click Save. Selected legal practitioner will be listed on main screen. Click Next on the main page.

• To add another legal practitioner, repeat steps 10 and 11.

• Click to remove the added legal practitioner.

Defend / Counter Claim

Select Yes radio button to defend the case or else No.

Figure 69- Defend / Counter claim

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Click Next to view the case summary.

Figure 70-Case Summary

To view the details in all the sections, click Expand All.

Review the details and click Represent. You will be prompted to confirm.

Figure 511-Confirmation

Click Ok. The following success message is displayed.

Figure 522-Success Message

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• If you are representing a case, the case is listed under My Cases.

Arbitrator Assignment Once case is represented by the legal practitioner, case will be available in Home/Dashboard Task with the status Assign Arbitrator. 1. User can navigate to Home/Dashboard Task.

Figure 53- Task

Click on button.

Figure 54- Arbitrator Assignment

Select arbitrator. It is suggested to enter remarks.

Figure 55-Arbitrator Assignment

Click on Submit.

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• Once case will be accepted by arbitrator, case will be available for hearing schedule.

• Pre-Hearing can be scheduled by Registrar.

Arbitrator Assignment Acceptance Cases will be assigned to arbitrator by the registrar, an ad-hoc task will be created to the respective arbitrator for their acceptance of the assignment.

Prerequisites: • Pre-set e-signature.

• There should be more than one arbitrator for the court and case type.

To accept case: 1. Go to Home/Dashboard.

Figure 56-Home/Dashboard (Task)

2. Click on button to process the ad-hoc task.

Figure 57-Case Acceptance

3. Click Accepted and Submit to accept the case. 4. Arbitrator have all the right to Reject the case as well.

• If case is rejected, registrar will get a task of arbitrator re-assignment.

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Notifications and Tasks Notification and task are a replication of email notification to the LP. System sends e-mail notification to the LP for their cases and assigned Task and same messages and task is automatically generated in the system as well.

View Notification Messages To view notification messages:

Click the notification icon at the top of the page. All the notification messages are listed.

The number above the notification icon indicates the number of unread messages.

Figure 583-Notification Messages

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Click the required message.

Figure 594-Notification

Click the case number to view the case summary.

• If there is a case number or any other reference number in the message, you may click them to view the case summary or the related information.

• Click the reference number for this Writ of Execution to view the execution details.

View and Complete Pending Tasks Depending on a case status, there are different tasks (pending tasks) that are to be completed by the legal practitioners for the cases handled by them.

You may view and complete a pending task from:

Option 1: Tasks Notifications

Option 2: Task(s) list in the Home/Dashboards page

To complete a pending task from task notification:

Click at the top of the page.

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Figure 605-Pending Task Notification

Click Tasks to view all the pending tasks.

If required, scroll down to locate the task by case number or case title.

Click the case number or the case title to complete it.

To complete task form Home/Dashboard:

Figure 76-Home/Dashboard (Ad-hoc task)

1. clicking the icon corresponding to the task it redirects user to the form to complete the task.

Sort and Filter Pending Tasks and Cases • Legal Practitioners can view their pending tasks from the Home/Dashboards

page.

• All your pending cases are listed in My Cases.

• All the cases handled or associated to your law firm are listed in All Cases.

You may sort the list in ascending or descending order by one or more columns and view the required tasks or cases.

To view and hide records, you may filter the list by specifying the filter criteria in the required columns.

Refer to Clear Sorting and Filtering Conditions for additional information.

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Sort Pending Tasks and Cases As an example, this user guide explains the step-by-step procedure to sort My Cases.

To sort cases:

Figure 77-My Cases

To sort the list by a column, click the down arrow in the column and click Sort Ascending or Sort Descending.

Figure 78-List sorted in ascending order by a column

In the above image, the list is sorted by the Case No column in ascending order.

Filter Pending Tasks and Cases You can filter the records by any one of the following methods:

• Specify the filtering condition to view specific records

• Select a filter to view or hide specific records To specify filtering condition:

As an example, the step-by-step procedure to view only the New case is explained below.

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Figure 79-My Active Cases

Go to the column Status and type the required Status, for example, Issued. As you type the first few characters of the case status, the system will provide appropriate suggestions by listing the statuses which begin with the same characters

Click Issued from the suggestions. The grid or table now displays only the cases that are issued.

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To select a filter:

As an example, the step-by-step procedure to hide all cases except for rejected status is explained below.

Figure 80-Filter and View Cases

Filter and View Cases

Type new in the Status column.

Click the in the column to view the different filters (filtering conditions).

Click is not equal to or Does not contain. All the cases will not display except for those without new such as Rejected, Concluded.

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View Case

© CrimsonLogic Pte Ltd 58

View Case You can view all your cases from My Active Cases and all the cases handled by your law firm from All Cases.

View My Cases My Active Cases lists all the active cases to which you are a legal practitioner and yet to be Finalized.

To view your active cases:

Click Case Management >> My Cases.

Figure 81-Side Menu

All your active cases are listed as shown below.

Figure 82-My Active Cases

Refer to Sort and Filter Pending Tasks or Cases for more information.

Click corresponding to a case to view the case summary and do the required activities for the case.

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View All Cases All the existing cases handled by your law firm (including your active and finalized cases) will be listed under All Cases.

Case Summary of an In-Camera case can be viewed only by the instructing legal practitioners, registrars and the managing arbitrator.

In the Home/Dashboards page there is a shortcut to view the existing cases and this is listed under the Legal Practitioner Task(s). There is one way to access All Cases:

Go to Case Management>>All Cases.

Figure 83-Side Menu (All Cases)

This option will redirect the user to the below page:

Figure 84-Cases List

Refer to Sort and Filter Pending Tasks or Cases for more information.

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To view the case details, click the corresponding to view the case summary and do the required activities for the case.

Case Summary If you are an instructing legal practitioner, you can do the following activities on a case from the case summary:

• File Documents

o Download and save a copy of the case documents to your computer

• Withdraw Case To view case summary:

Go to My Cases to view your active cases.

In the My Cases list, click the icon corresponding to the case.

The Summary Information will be displayed. Case details will be grouped into different sections.

Figure 85-Case Summary

Case details are grouped into different sections such as:

o Case Details

o Case Parties

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o Legal Practitioners

o Case Arbitrator History

o Case Hearings

o Case Return of Service

o Case Histories

o Case Party Arbitrators

o Fee Details

o Documents

Figure 86-Case Summary

To view the details of a section, click the respective heading or the down arrow.

Figure 87-Show Details

File Documents This is an ad-hoc filing.

All the documents uploaded for a case are listed under the Documents section in the Case Summary.

The Documents section displays the name of the person who has uploaded the document.

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Documents can be filed by any of them:

• Legal Practitioner, Registrar

Prerequisites: Scan and save the document to be filed in the required format and size to your computer.

To file documents for a case:

Go to My Cases to view your active cases.

In the My Cases list, click the icon corresponding to the case. The Summary Information is displayed.

Figure 100-Summary Information – File Documents

Click File Documents. The Search Case page is displayed.

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Figure 101-Search Case

Click Next.

Figure 102-Add Documents

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Click on button. It populates pop-up to add document given below:

Figure 103-Add Documents

Select Type. It is recommended to add Description.

Click Select files to browse and upload document. Once uploaded it will be listed as shown below:

Figure 104-Add Documents

Click on Save button and the uploaded document will appended to the case docket.

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• To modify the document description, click .

• To remove the document, click .

• To add another document, repeat steps 5-8.

Click on Submit, a success message will be generated as shown below:

Figure 105-Success Message

Download Case Documents You can download and save a copy of the case documents to your computer.

Prerequisite: Pop-up blocker must be disabled in your web browser. Open the case summary and click the down arrow in the Documents

section.

Figure 106-Case Summary – Documents

All the documents related to the case will be listed in this section.

You may search for the required document using the filtering conditions or sort the columns as required.

Click the Filename to download the document. A copy is saved to the Downloads folder in your computer.

Save the file in the required location in your computer.

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Hearing Process Add Hearing Registrar and arbitrator can add hearing which is listed in My cases.

• Hearing can be scheduled by the associated arbitrator and registrar as well.

Prerequisites: • You must have set e-signature before adding hearing to a case.

• Case must have been assigned and accepted by arbitrator also.

• First hearing must be scheduled by registrar from task.

To add hearing to a case:

1. Once all the arbitrators have accepted the case assignment, a task to schedule hearing will be created for the registrar. First hearing should be scheduled from the generated task.

Figure 61-Ad-hoc Task

2. Click on to schedule hearing

Figure 62-Search Case

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3. Click on Next.

Figure 63-Schedule Hearing

4. Select Hearing Type

5. Select Hearing Start Date Time, Hearing End Date Time and the Hearing Location. Click Next.

Figure 64-Preview Notice

6. Verify notice and click on Submit. Success message will be displayed.

Figure 65-Success Message

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Update Hearing Once hearing is scheduled, registrar or arbitrator will retain the ability to update/modify the scheduled hearing if required. Registrar or arbitrator can execute this process only for those cases with which they are associated.

Hearing can be scheduled and updated by registrar or arbitrator as well.

Prerequisites: • Pre-set e-signature

• At least one hearing should be scheduled

To update hearing to a case:

There are two ways to update case hearing schedule

Option 1: Go to Case Management>>All Cases to view your list of active cases and

click on icon to view case summary and click on update hearing.

Figure 66-Case Summary

Option 2: Go to Case Hearing>>Change Case Hearing

Figure 67-Update Case Hearing

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1. Click on to view scheduled hearing.

Figure 68-View Case Hearing

2. Click on to edit/update hearing.

Figure 69-Edit/Update Case Hearing

3. Hearing schedule details will be populated automatically.

4. Edit details as per the requirement and click on Submit. Success message will be displayed.

Figure 70-Success Message

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Case Hearing Active Hearing Registrar and arbitrator can view all their active scheduled hearing whether it is scheduled by the registrar itself or by other authority.

Prerequisites: • Must have set the signature.

• Must have at least one upcoming hearing schedule for associated case.

To view active hearing: 7. Go to Case Hearing>>Active Hearing to view your active hearing(s).

Figure 71-Active Hearing

2. Click on button to view hearing details.

Figure 72-View Hearing Schedule

3. Click on close to close the pop-up.

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4. Click on button to conduct hearing.

Figure 73-Conduct hearing

5. Select Hearing Start Date, Hearing End Date, available Lawyers.

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6. Provide hearing outcome: select Case status other fields may vary as per the selection of the outcome.

7. Click on Save, Generate Order, and then Preview Order to have a preview of the generated order.

Figure 74-Preview Order

8. Click Save and Close.

9. Click on Approve to conduct hearing.

If case is finalised then task to sign hearing order will be generated for registrar. Once the task will be completed then only case status will change to Concluded.

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Completed Hearings Once hearing is conducted by arbitrator that will be available in completed hearing. All the completed hearing with which arbitrator is associated.

Registrar is also authorized to access completed hearing.

Prerequisites:

• Pre-set e-signature.

• At least one hearing must be conducted.

To view completed hearing:

1. Go to Case Hearings>>Completed Hearings to view your list of conducted hearings.

Figure 75-Completed Hearings

2. Click on to view the details of conducted hearing.

Figure 76-View Completed Hearing

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