Case templates and workflow checklists

When you create a Case you can pick a template: DSAR / subject access request, FOI / public access request, Litigation disclosure, or Vendor / RFP proposal. A Standard case has no template and no checklist.

What each template tracks

• DSAR: identity and disclosure logging.
• FOI: scope, exemptions, consultation, and appeal guidance.
• Litigation: privilege, binder assembly, and production.
• RFP: pricing, contacts, registration details, confidentiality markers, approval, and release.

On Firm and Enterprise, FOI and DSAR cases also unlock the FOI / DSAR tab (Disclosure OS) when an organization admin enables the module under Settings → Modules: statutory clocks, structured exemption schedules, consultations, and a response memo.

What stays after create

• The checklist is copied onto the case when it is created, so it keeps its steps even if the template changes later.
• Templates also set the tone of the AI cover summary in the Export wizard.
• Steps follow your interface language, so switching Northdocs between English and Danish relabels them without losing which ones are ticked.
• The template cannot be changed after creation. If you picked the wrong one, create a new case and use Move to case from the Documents list to move the files across.