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Creating Cases

Organize your work by creating cases for each client matter.

Creating a New Case​

  1. Click Cases in the main navigation
  2. Click the New Case button
  3. Enter the case details:
    • Case Name - A descriptive name (e.g., "People v. Smith")
    • Case Number - Your internal case number or docket number
    • Description - Brief summary of the matter
  4. Click Create Case

Case Information​

Each case includes:

  • Conversations - All chats linked to this case
  • Documents - Files uploaded for this case
  • Notes - Your case notes and memos

Quick Actions​

From the case list, you can:

  • Open a case to view details
  • Edit case information
  • Archive completed cases