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 Cash 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

    

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.

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