Configuration

Your process.
Your standards.

Every defender office runs its court day a little differently, and every system has its own standards. First Appearance holds both as settings a unit edits, not as code someone has to change.

The standardsThe rules a unit answers to, held as settings with the date each takes effect.
Caseload caps
Annual caps by case level, each with a start and end date. A new standard is a new row, and last year's report still uses last year's cap.
Case levels
Each offense carries its level, from life offense to traffic misdemeanor, and the case takes the level of its most serious count.
Deadlines
Windows between events, anchored to what starts the clock, with minimum and maximum days, the authority cited, and the case levels they apply to.
Reporting contact
Who signs the quarterly report, their title, and the region and court codes the report carries.
Court-reported figures
Figures only the court can supply are entered by quarter and reported beside the measured ones.
Work done elsewhere
Another agency's caseload for the same attorney is imported and counted against the cap.
The unit's own processHow this office runs its court day.
Hearing types
The hearings this unit's courts hold, in the order they happen, and which are by video by default.
Outcomes
What can happen at each type of hearing, and what each outcome does next: schedule a hearing, close the case, or record a result. The consequences preview before they save.
What a hearing is about
The kinds of allegation a violation hearing can concern.
Courts and judges
Each bench with its address, phone, and video room details, and the judges who sit there.
Jails and prosecutors
The facilities the roster covers and the prosecutors who appear.
Bond conditions
The conditions this unit's courts set, ready to tick.
Fiscal year and time zone
When the unit's year starts, which drives quarters and reports, and the local time zone for every date.
Scheduled email
Whether the morning email goes out automatically.
MoneyRates, periods, and categories that match the unit's contract.
Billing rates
A rate for each case category and for the duty day, each with the dates it applies.
Billing categories
The kinds of work an attorney bills, named the way the unit's contract names them.
Billing periods
Periods the unit defines, so approval and invoicing follow its own calendar.
Attorney tiers
Each attorney's qualification tier, kept as history, so a past report sees the tier that applied then.
Availability
Which case levels each attorney is taking, changed as often as they like.
The screeningThe indigency test, with the unit's own thresholds.
Poverty guideline
The federal guideline by household size for each year, and the multiplier the unit applies to it.
What counsel costs locally
The typical retainer by case level, which assets are weighed against.
Screening dropdowns
The answer lists on the screening form, edited to match local practice.
Documents and messagesThe unit's own paperwork, filled from the record.
Document templates
Letters and filings the unit writes once and generates for any case.
Court forms
PDF court forms mapped to the record, so they fill themselves.
Document kinds
How uploaded documents are labeled and grouped on the case file.
Resource categories
How the shared shelf of files is organized.
PeopleWho signs in, and what each person may reach.
Roles
Administrator, office staff, attorney, attorney staff, reports only, and read only. Each one is a different reach into the record, enforced by the database.
Budget
What the unit expects to spend in each fiscal year, which the spending report measures against.
Region
Which region the unit belongs to, for regional reports by a state office.
Counsel at first appearance
Which attorney is on duty, by day, which opens the court day screens to them.
Day summary
Who receives the whole court day at end of day, chosen per person rather than by role.
Email preferences
Each attorney chooses which emails they get and where they go. Each staff member has their own settings too.
Several units
One login can work in several units, each with its own role, switching between them.

A standard is a row

What a deadline looks like as a setting

These are the felony deadlines one Michigan unit runs on. A different rule, or a different state's rule, is a different row. The case file computes each window from it and shows the citation beside the date.

EventCounted fromWindowAuthority
Probable cause conferenceArraignment7 to 14 daysMCL 766.4(1); MCR 6.104(E)(4)
Preliminary examinationProbable cause conference5 to 7 daysMCL 766.4(1)
Arraignment on the informationBindoverWithin 14 daysMCL 766.13; MCR 6.110(I)

Changes over time

History stays right

Caps, rates, tiers, and retainer benchmarks carry the dates they apply. Raising a rate in July does not reprice March, and a report for last year uses last year's cap.

Shared where it helps

One catalog, local additions

The offense catalog and the standard court forms are shared by every unit and kept current in one place. A unit adds its own local ordinances and forms beside them without touching anyone else's.

Any system

Not tied to one state

Case levels, caps, deadlines, rates, hearing types, and outcomes are the parts that differ from one indigent defense system to the next. All of them are settings, so a new system starts from configuration.