Cases

Creating a new Case: step by step

Updated 10 October 2026 y. • v1.0.0

This guide describes in detail how to create a new Case in the system. A Case brings together all the work on one specific legal problem of a Customer.

Step 1: Open the creation form

  • Go to the "Cases" section in your Cabinet;
  • Click the "New Case" button.
Note:
The "Cases" section is for viewing, filtering and managing all the Cases you have created.

Step 2: Fill in the fields

In the form that opens, fill in:

  • Case number — generated automatically by the system, but you can change it manually if needed (the number must be unique within your account);
  • Category — choose one of the five available categories: civil, criminal, administrative (APPC), administrative (Administrative Code) or other;
  • Description — enter a short description of the Customer's problem.
Recommendation:
Keep the description short and to the point — it will help you quickly understand the context of the Case in the future.

Step 3: Save

  • Click the "Save" button.

The system will save the data you entered, give the Case the "Created" status and add it to the general list of Cases.

Important:
After saving the Case you can add contracts, court cases and other related items to it. Issues and file uploads are available on the "Extended" and "PRO" plans.

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