Creating a Case

Creating a Case

Create cases to organize your monitoring by legal matter.

Step 1: Navigate to Cases

1. Click "Cases" in the sidebar
2. Click "+ New Case"

Step 2: Choose a Template

Select from:

• Probate Administration
• Trust Administration
• Collections
• Skip Trace
• Blank Case

Step 3: Enter Details

Required:

• Case Name
• Client Name

Recommended:

• Matter Number
• Jurisdiction
• Filing Deadline

Step 4: Create

1. Review all information
2. Click "Create Case"
3. Start adding watches