Add your first case
This guide walks you through creating a case, adding a hearing, and verifying everything is set up correctly.
Click Cases in the sidebar. On a fresh workspace you will see an empty list with a New Case button in the top right corner.
The Cases page — click New Case to begin
The New Case form requires three fields:
- Case Number — e.g.,
CS/1234/2024. Select a court first and the prefix fills automatically. - Title — a short description of the matter, e.g., “Gupta vs. State of Delhi”
- Client Name — the name of your client in this matter
Optional fields: filing date, next hearing date, case type, opposing party.
Click Create Case. You land on the Case Detail page, which has tabs for Overview, Hearings, Tasks, Documents, Legal Proceedings, and Finances.
On the Case Detail page, click the Hearings tab, then Add Hearing. Enter:
- Date — the hearing date
- Court — the court where the hearing is scheduled
- Purpose — e.g., “Arguments”, “Evidence”, “Judgment”
Click Save Hearing. The hearing appears on the Hearings tab and on the Calendar.
You’re all set. Your first case is live with a hearing tracked. Next: Case list & filters to learn how to manage multiple cases efficiently.