Create new Case

When the law company initiates a new legal proceeding between the parties, it records it in the Cases. 

Creating new Case is first step in organizing a law Cases.

When creating the case, it is assigned an internal document number and saved as a new Cost Center.

This chapter describes how to create new Care and fill it with data.

Case summary The law firm Themis has started a new legal proceeding by representing a client in a legal dispute. In the first step, a new case is created and filled with the basic details of the case. The following steps are required: Creating new Case Creating new Case

1. Creating new Case

After logging into the PANTHEON Web Legal, the responsible person selects the module Cases and clicks on the button New Case.

This opens a blank form New Case for adding a new case.

In the next step, the user proceeds with entering the case details.

2. Entering Case details

The case is filled with all the necessary details.

The user starts by entering the header information of the case.

In the Customer field they select from Subjects register drop down menu the client they are representing.

Next the Opposite party and their Representative in the corresponding field.

Hint If the subject are not found on the drop down menue they need to be added to the Subject register.

The Application number assigned to the case by the court or other competent authority is entered.

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Hint If the subject are not found on the drop down menue they need to be added to the Subject register.

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