This article explains how to create a Case in Unity® Practice Management.

Create a new Case from the Case Dashboard Screen

To create a Case, follow the steps below:

1. Click on the Clients & Cases icon, and select Case Dashboard

2. On the Case Dashboard screen, click New, and select New Case

   

3. Search for a client. After you find the client, click Next

   

4. Enter the Case Description
5. Select the Branch, Fee Earner, and Partner
6. Select the Case Type
7. Enter the following dates:
   • Date Opened
   • Review Date
   • Case Plan Date
   • Cause of Action Date
   • Limitation Date
8. Select the Funding and Financial details
9. Enter the User Defined Fields

10. Once done, click Save and Finish

    

To create a new case for a new client within the Cases Dashboard, you first need to create the client. Click on New, then select New Client. Follow the prompts to complete the client creation process. Once you have successfully created the client, you can proceed to create a new case for that client.

Create a New Case When Hooked onto a Case

1. Select your Case from the Case Dashboard

2. From the Case Summary screen, click New, and select New Case

   

3. Enter the following details:
   • Case Description
   • Branch, Fee Earner, and Partner
   • Case Type
   • Date Opened
   • Review Date
   • Case Plan Date
   • Cause of Action Date
   • Limitation Date
   • Funding and Financial details
   • User-Defined Fields
4. Once done, click Save and Finish

After creating your Case, you will receive a confirmation. Click Finish to complete the creation of your Case.

To access your Cases Dashboard, you first need to unhook from the current case. To do this, click the X icon at the top of your screen. This will clear the case you are currently viewing. Once you do this, you will be able to see your Cases Dashboard.

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