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.
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.
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.
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.