Create a Case

A paralegal wants to create a case in TrialDirector 360 CASE MANAGER to help him organize the case items for the upcoming trial.

Creating a case in TrialDirector 360 CASE MANAGER is the first step to unlocking all the intuitive organization features available.

Note: For standard subscriptions of TrialDirector 360, the paralegal can create a case from the EVIDENCE Start Page.

To create a case, the paralegal opens the CASE MANAGER feature set and follows the steps below:

1. Click the Create Case button.

The paralegal can access the Create Case button from the following areas:

• CASE MANAGER Start Page
• Case History



The Create Case dialog appears.

2. Enter the case information in the dialog.

The paralegal enters the following information in the dialog:

• Case Name - The name the paralegal wants to assign to the case
• Matter Number - The matter number assigned to the case
• Description - A short description of the case
• Trial Date - The date the case is expected to go to trial



3. Click the Save & Open button.

The paralegal clicks the Save & Open button.



The Case is immediately created and opened.