Creating a Case
Step 1: Navigate to Cases
Click "Cases" in the main navigation sidebar, then click "New Case".
Step 2: Enter Case Details
Fill in the case reference, title, and description. Select the client from your client list and choose the relevant practice area.
Step 3: Set Key Dates
Add important dates such as the matter start date, any limitation dates, and upcoming court deadlines. These dates will appear in your calendar and trigger automatic reminders.
Step 4: Add Case Parties
Record the details of all parties involved in the matter — opposing parties, co-defendants, witnesses, experts, and other solicitors.
Step 5: Create Milestones
Break the case into milestones that represent key stages of the matter. For example, a litigation case might have milestones for pre-action protocol, issuing proceedings, disclosure, and trial.
What Next?
With your case set up, you can start adding notes, uploading documents, and recording time entries against the matter.