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CA Cloud Desk

Add Notice (Litigation)

Use the Add Notice screen to record new cases and notices, capture hearing dates, court details, and assign work steps so that your team and clients stay updated.

Path

Login (Partner Desk) → Litigation → Cases & Appeals → Add Case / Notice

Log in to your CA CloudDesk Partner Desk account. From the left panel, click Litigation, then choose the Cases & Appeals tile. On the hearings list, use the + icon to add a new case or notice.

Dashboard with Litigation menu highlighted
Dashboard — open the Litigation module from the left panel.
Litigation screen with Cases and Appeals tile
Litigation — click the Cases & Appeals tile.
View Hearings list with add case plus icon
View Hearings — use the + icon to add a new case / notice.

Add Notice screen at a glance

The Add Case / Notice form is divided into: basic case details, hearing dates and status, Case Matter, Work List, and Attachments. Fill the form from top to bottom and click Save.

Add Case or Notice form with client, dates, service and status fields
Add Case / Notice — main form layout.

Step 1 — Open Add Case / Notice

1

Start from the View Hearings page

On the View Hearings list, click the green + button on the top-right of the table. This opens the Add Case / Notice form.

You can use the filters (Financial Year, Service, Client) on the View Hearings page to quickly check existing matters before creating a new one.

Step 2 — Fill basic case and hearing details

2

Enter top‑section details

Fill the main fields so the notice is correctly linked to the client and hearing schedule.

Financial Year Name of the Client Assignee Last Hearing Date Next Hearing Date Case No. Court Name Service → Select Service Status → Select Status Category → Select Category Tags Description Share with Client (checkbox)
Use Assignee to assign responsibility inside your office. Select Share with Client if you want the client to see this notice and hearing details in their login.

Step 3 — Case Matter and Work List

3

Describe the case matter

In the Case Matter section, record the key points, sections involved, or brief facts of the notice or case. This helps anyone in the team understand the matter quickly.

4

Plan the Work List

Use the Work List section to break the matter into actionable stages.

  • Follow Sequentially (Yes / No) — select Yes if stages must be completed one after another; select No if they can be done in any order.
  • Add Stages — create individual stages (for example: Draft Reply, Get Client Documents, File Response, Prepare for Hearing).
A clear Work List makes it easy to track pending work for each notice and see who is responsible for every stage.

Step 4 — Attach documents and save

5

Upload supporting documents

In the Attachments section, click to Upload Document. Add scanned notices, orders, replies, or any related files you want to keep with this matter.

6

Save and confirm

After all details, stages and attachments are filled, click Save. A confirmation message “Hearing Data Added Successfully” will appear on the top of the View Hearings page.

View Hearings screen showing Hearing Data Created Successfully message
After saving, you will see “Hearing Data Added Successfully”.
The newly added case / notice now appears in the View Hearings list. You can open it later to edit details, update hearings, or add more stages and attachments.