Open a new case from the lobby

Open a caseCase One legal matter, with its own page for updates, documents, forms, tasks and the people working on it. from the LobbyLobby The home screen of the portal, showing your cases, announcements, inquiries and the firm's office locations. and add your client and team in the same step. You're added to it as staff.

1. 1

   Open Create Case

   In the Lobby, choose + beside Open and Closed above your cases.

   No +? Admins and Managers always have it; anyone else needs an Admin to let them create cases. See Let a team member create cases and add people.

2. 2

   Describe the case

   • Title, which is required.
   • Reference ID, also required: a permanent label, unique in your hub, filled in from the title as you type. Change it, or use the button beside it for a random one. Use letters, numbers, dashes and slashes. Clients see it in notifications, so keep private details out.
   • Description, if you like. Clients don't see it by default.
   • Date Opened and Case Types, which start at today and General.
   • Any custom fields your firm has added.
3. 3

   Add the people

   Choose Assign Users. In Add Case Member, find the person by email or phone, choose their Role, and tick Email user about case assignment if they should get their invitation now. Choose Save. Someone new to your hub needs a First Name and Last Name as well. See Invite a client to their case for the details.

   Repeat for each person. They're listed below the form, with you already there as staff; remove takes someone off before you save.

4. 4

   Save the case

   Choose Save. The case opens on its feed. If someone couldn't be added, the case is still created, and a message names them after "Couldn't add to the case". Add them from Your Team.

What happens next

Everyone you ticked gets an invitation by email, or by text if they have only a phone number. Your Assign Cases rules add their staff, and your Bootstrap Cases rules run for each person added, you included.

To close the case later, or reopen it, an Admin or Manager uses the Admin Panel; see Close or reopen a case.

If something goes wrong

• "Case reference ID is already in use. Please choose a different one." Another case has that reference ID; change it. See Fix "Case reference ID is already in use".
• Save stays greyed out. Fill in the title, reference ID, date opened, type and any required custom fields.

Your firm may have changed what each role can do on a case. If an option described here is missing, ask an Admin of your hub.