Add a New Case to an Existing Client

How to add another case for an existing client.

• Using the search bar on the top of the page, search for the client that needs a new case.

• Locate the client you want to add a new case to.
• Click the arrow at the end of the desired client’s row.
• Select New Case.

• A new tab will open.
• Fill the information out as usual. The client's existing information will be filled in already.

• Select Save in the bottom right corner.
• A new case has been added to the existing client.