Add a New Case

How to track incoming leads or add a new client to CASEpeer.

• Click the + icon. 

• A new window will appear to fill out the case information. 

• If the case has multiple parties, select Create Linked. 
• This will take you to the second intake to fill out for the second party.

• Select Reject or Save.

• The case will be saved as an Intake status, which is not considered a retained status. 
• Primary Contact will automatically be assigned to whom ever entered the case.