Add a New Case

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

• Click the + Icon. 

• A new window will appear, fill out all information. 

• If the case has multiple parties, choose Create Linked. 

• Click Save or Reject. 

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