Pro Mode lets you create a case and data collection request on a single page, instead of using the step-by-step guided setup. All the same fields are available — Pro Mode displays them together for faster configuration.

From the My Cases page, click the + New Case button in the top-right corner.

In the Case Details section, enter a Case Name.

Under Team Access, assign team members to the case. Use the Individual Members tab to add specific people, or the Teams tab to add a pre-configured team. You can also click + Create new team to set up a new team directly from this page.

The rest of the form configures your data collection request — data sources, collection mode, date range, and custodian details.

Select the types of data you want to collect.

Choose how the custodian will share their data. Select one of two modes: Manual Search & Share or Pre-defined Search & Share.

If you selected Documents as a data source, list the specific documents you want to request from the custodian. Enter one document name per line.

Set the time period for the collection. Select Collect everything to include all available data, or Specific date range to limit the collection to a custom period.

Enter the custodian’s contact information, collection method, and additional services.

When all fields are configured, click the Create Case button to create the case and send the data collection request to the custodian (if enabled).