Create a New Case

Create a case and record its basic details, parties, and any additional information.

In this article

• Open the case list
• Start a new case
• Enter basic case details
• Add parties
• Add additional information
• Save the case

Open the case list

• In the main menu, click Cases.
• Review the list of available cases.

[ Screenshot — Case list ]

Start a new case

• In the upper-right corner, click Add case (+).

[ Screenshot — Add case ]

Enter basic case details

• Case number (required) — a unique identifier for the case in your system.
• Court case number (optional) — the reference number under which the case is registered with the competent court.
• Date of receipt (required) — the date the case was received.
• Case type (required) — select from the Case type codebook. If the type you need is missing, see 'Manage codebooks'.
• Case category (required) — select from the Case category codebook. Categories depend on the selected case type.
• Collaborators (optional) — the users who will work on the case.
• Only selected collaborators can view this case (optional) — restrict access to the case.

[ Screenshot — Basic case details ]

Add parties

• Clients (required) — select one or more clients. If a client is not yet recorded, create them first in the People module.
• Client position (required) — select from the Party positions codebook.
• Opposing party (optional) — select or enter the opposing party.
• Opposing party position (optional) — select from the Party positions codebook.

[ Screenshot — Parties ]

Add additional information

• Value in dispute (optional) — enter the amount.
• Currency (optional) — select from the codebook.
• Description (optional) — free text with additional notes.
• Court expert (optional) — select a person from the system.
• Other associated persons (optional) — add any other participants as required.

[ Screenshot — Additional details ]

Save the case

• Click Save.

The new case appears in the case list and is ready for further editing.

[ Screenshot — Save case ]