Create a Case

Create a new case when you start work for a client. Each case holds that client’s documents, reports, and contact details.

Steps

1. Open the Cases section in Superinsight.

2. Click the New Case button on the right.

   

3. Enter the required information:

   • First Name
   • Last Name
   • Organization — every case must be linked to an organization

4. Click Create.

   

You're done when…

The new case appears in your case list with the client’s name.

Next steps

• Find and open a case
• Organize my files — upload documents to the case
• Update contact info