From the navigation menu, click the arrow next to Cases and then select New Case Intake.
Enter the client's name. If there is no record already exist in the system it will show "not found". Select if the contact is a Person or Company.
Enter Case Details.
Things to note:
- Case Number: Input the case name or number according to your preferred naming convention. If you leave this field blank, CasePacer will automatically assign a number for you.
- Open/Retained Date: Choose the date when the client was officially hired. Entering this date will initiate billing. If left unentered, the case will remain in the Potential Phase.
Choose the appropriate Roles and fill in the remaining case details as per your firm's intake requirements.
Once you have completed all the necessary entries, click the Save button located on the left side of the page to create the new case.
