⚙️ Getting Started with Case Creation

Before creating a case, make sure you know:

• The Practice Area and Jurisdiction for the case
• Whether you want to use a Template or create the case manually
• The required Case Details (e.g., client name, case number, attorney assignment)

📘Learn how to Close, Re-Open, Archive Cases in our article here.

💡 Tip: Use templates for frequently repeated case types to save time.

📝Add a Case Manually

1️⃣ Open the New Case Modal

• Select add a case from the  Intake, Upload & Cases Menu
• Or press ‘n’ from the Caseload screen for a shortcut

👉🏼 all our keyboard shortcuts are available here.

2️⃣ Select Practice Area and Jurisdiction

• Choose the appropriate Practice Area
• Select the Jurisdiction to load the correct case fields

3️⃣ Complete Case Details

• Fill in all required fields in the Case Details modal
• Include client info, case number, attorney, and any other relevant data

4️⃣ Create the Case

• Click Create Case

✅ Your case is now ready to receive documents, emails, and time entries

📃Add a Case Using a Template

1️⃣ Create a Template

• Open the New Case modal and fill out the case details as usual
• Instead of clicking Create Case, click Save as Template

2️⃣ Name Your Template

• Enter a descriptive name (e.g., “Lien Defense – CA”)
• Click OK to save

3️⃣ Use the Template

• Next time you create a case, select the saved template

✅ All fields will be pre-filled. Just review and click Create Case

💡 Tip: Templates are ideal for high-volume clients or recurring case types.
💡 Tip: After creating a Case you should use the Casefriend browser extension to copy Case information. Learn how-to here.