Adding a Case

Adding a new case is easy in TrialKit. Just follow these steps:

1. Click My Cases in the left menu. 
2. Click Add case on the right. 

3. Enter a title.
4. Enter the case number. If you do not have this you can enter "TBD"
5. Choose the state or states that have jurisdiction. 

6. Enter the client's name (optional). 

   

7. And click Add Case.

You can edit the case details later only if you are a case owner. Make changes either in My Cases by clicking into the ... menu to the right of the case:

Or from the Case Info screen where Case Owners will see an Edit option available:

Make any changes required in any of the fields then click Save Changes