Adding a new case

A case is a legal matter you are working on.  In, a case also acts like a folder and contains all the case related materials, such as participants, documents, emails, tasks, events, invoices, etc. 

How to add a case

  1. In the main menu click on CASES.
  2. Then you can use the hotkey 'C' or click on the + button in the bottom right and select Create Case to bring up the New Case window
  3. Then fill out all necessary information and click ADD to create a new case.

    Note: The case will be opened up automatically once you click ADD.


Creating a case in a project

  1. In the main menu click on CASES.
  2. Click on menu icon  icon next to the project name.
  3. Select the Create case item.
  4. In the window that opens, select the type of case, specify the assignee and the name of the case.
  5. Click the Add button.

    Note: The case will automatically be in the desired project.