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 Case 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 Entering data in the Case header Entering Case details Saving the 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 data in the Case header

The case is filled with main Case inforamtion.

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.

The user continues by entering the detailed case information.

3. Entering Case details

The case is filled with Case details.

The Case status  remains unchanged, as the case is still In progress.

The Competent court is selected from the pre-loaded list of courts.

The Person responsible and Participants are automatically filled based on the logged-in user, but they can be changed if desired.

The Dispute value and the currency of the amount are entered.

The date of opening of the legal Case is entered, which is initially set to the current date.

If the Case is closed, the Completion Date is also entered.

In Case Destription field, details about the legal case are described.

After entering all the data, in the next step, the case is saved.

4. Saving the Case

After reviewing the Case data, the case is saved.

This is done by clicking the Save button.

The case is assigned an internal number(new Cost center is created) and saved to the case list. 

In the following steps Subcases, Events, Documentation can be added, and Financials can be reviewed.