New Case
The form New Case is used to enter new legal case. Here we can enter all Case details and save it for further work.
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HINT
For practical use cases showing how to use New Case functionality see the chapter New Case in user manual.
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The form opens when we select New Case button on Case toolbar.
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IMPORTANT
When we are entering new Related case additional fiel Parent is added to Case general information
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Below is a description of the form's features:
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Contents
- Toolbar
- Case general information
- Case details
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1. Toolbar
The Toolbar of the form New Case contains below buttons:
| Save |
Button saves the case and opens Case list. When new case is saved Internal no. is created. |
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Button closes the New Case form without saving entered data. |
2. Case general information
Fields where we enter the basic data of the new legal Case.
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Customer
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Select client ore multiple clients of the case. We select them from Subject register.
To enter new Subject select  button and follow instructions Create new subject.
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| Case Number |
Unique identifier assigned to a legal case by a court for tracking and reference purposes. |
| Parent Case (Related case) |
Internal number of related case. |
| Other party |
Select opposing party or multiple parties from Subject register in legal case.
To enter new Subject select button and follow instructions Create new subject.
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Representative  |
Select person or entity from Subject register authorized to act on behalf of other party in legal case.
To enter new Subject select button and follow instructions Create new subject.
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3. Case details
Fields where we enter the detailed data of the new legal Case.
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Case status
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Select the status of the case.
You can choose between:
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| Competent court |
From Subject register select the court with the legal authority and jurisdiction to hear and decide a specific case.
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| Person responsible |
Select person authorized from Employees to act on behalf of customer in legal case. |
| Participants |
Select other participants from Employees in legal case. |
| Dispute value |
Enter the monetary amount or financial stakes involved in a legal case, used to determine jurisdiction or court fees and select currency. |
| Competent court |
The court with the legal authority and jurisdiction to hear and decide a specific case. |
| Opened on |
Enter opening date of the case. By default, today's date is selected |
| Completion Date |
Enter case closing date, if is known. |
| Case Description |
Enter additional case description.
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