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Getting Started: How to Open a New Case
Getting Started: How to Open a New Case

How to open a new case in Casefleet.

Meg Hall avatar
Written by Meg Hall
Updated over a week ago

Getting started is as easy as clicking the "+ Create a Case" button on your Casefleet dashboard or on the Cases menu:

On the "Create a Case" modal that appears, enter a name for your case, set a time zone (important if you have time-specific facts), and enter a case description (optional):

NOTES:

  1. The Case Number and Client Number fields are disabled by default. If you would like these fields enabled for your account, reach out to support@casefleet.com.

  2. Enterprise subscribers with Case Groups enabled will also see an option for assigning a case to a Case Group upon creation.

From there, you'll be taken to your Case Home page where you can begin adding key information and documents - your Contacts, Issues, Sources, and Facts - that you'll use to create your chronology. From your dashboard, you'll also be able to edit case details and assign team members to your case.

To learn more about the key components of Casefleet and how you'll use them to organize and build your case, click here.

To read our best practices for initial setup after opening a case, click here.

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