To create claims and issues, click on the Issues tab in your case menu. You'll notice the Issues page is divided into two sections: "Claims" and "Unassigned Issues". You'll likely add issues to both categories, however, claims provides a place to nest issues under a heading whereas stand-alone issues should be created under the unassigned category.
Claims are groups of issues that can be used to organize your case around the different legal claims in dispute.
When you click the "Add new claim" button, you have the option of creating a new claim (e.g. negligence, breach of contract, wrongful termination) or adding a claim from your claim template library.
Once you've created the relevant claims for your case, it is time to add issues. Again, issues are categories used to tag facts. Often, they are used to show how facts relate to the different elements of legal claims. For example, if you created a claim of negligence, you'll want to add the issues of "duty", "breach", "standard of care", and "damages" to your negligence claim.
Issue tags may also include categories that don't fit into any particular legal claim. This is where "Unassigned Issues" come into play. Examples of unassigned issues include "undisputed fact", "key date", or "material."
Here's an example of how to set up claims and issues in a case:
Finally, there are two important points to note about the Issues page. First, you can reorder issues and claims by grabbing the double bar to the right of the issue and moving the row. Second, the outline structure in a Facts by Issue report (a report that contains a draft statement of facts) mirrors the order of claims and unassigned issues on the Issues page. In other words, you customize your Facts by Issues report by reordering information on the Issues page.
For a more detailed look at Issues, watch our tutorial video here.