Click the Cases tab in the left-hand side navigation panel.

The Cases Homepage will load displaying the Critical Case Actions Dashboard at the top and the full case list below.

Locate the task in the Critical Case Actions Dashboard at the top of the page.

Click the large Action button on the task card to action the task directly.

Alternatively, click the Three Dot Menu (…) for additional options:

Select the appropriate tab at the top of the case list:

• My Open Cases for all current open cases

• Favourites for bookmarked cases

• Recents for recently accessed cases

Click on any case in the list to open it and navigate to the Case Overview screen.

Click the Three Dot Menu (…) above the case list.

Select a pre-defined filter from the available options (Urgent, Due This Week, High WIP, Overdue, Deadlines Today, No Activity 7+ Days, Missing Documents, or Pending Payments).

To create a custom filter, click Create Custom Filter and configure the filter name, icon, field, operation, and value.

Click the + New Case button at the top right-hand side of the page.

Enter the Client Name in the modal window that appears.

Select the Case Type from the drop-down list.

Enter an optional Case Description if required.

Select the Fee Earner to assign to the case (optional).

Choose the Priority (Normal, High, or Urgent).

Enter the Estimated Value (optional).

Select the Target Completion Date (optional).

Tick the Send Client Care Automatically checkbox if client care should be sent upon creation.

Click Complete Required Fields to create the case.