Cases & Matters
Creating a Case
Step-by-step guide to create a case
Last updated February 25, 2026
# Creating a Case
Create cases to organize your monitoring by legal matter.
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## Step 1: Navigate to Cases
[Screenshot: Cases page]
- Click "Cases" in the sidebar
- Click "+ New Case"
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## Step 2: Choose a Template
[Screenshot: Template options]
Select from:
- Probate Administration
- Trust Administration
- Collections
- Skip Trace
- Blank Case
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## Step 3: Enter Details
[Screenshot: Case form]
Required:
- Case Name
- Client Name
Recommended:
- Matter Number
- Jurisdiction
- Filing Deadline
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## Step 4: Create
- Review all information
- Click "Create Case"
- Start adding watches
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