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Opening a Case

SOP for creating a new legal matter from the Cases list and New Case form in the VerityLaw dashboard.

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Opening a Case

This page shows you how to create a new case from the current Cases workflow in VerityLaw.

Product: VerityLaw
Module: Cases
Role: Administrator, case manager, legal operator
Difficulty: Beginner
Time: 5 to 10 minutes
Last Updated: 2026-03-10
Version: Current repo baseline

Before You Start

  • Sign in to the dashboard.
  • Make sure the client organisation already exists.
  • Have the matter title, type, priority, and deadline ready if those details are known.

What is this task?

This task creates a legal case record. In the current dashboard, the create flow is a full form that returns you to the Cases list after save.

When do you use this?

Use this task when a client already exists and you need to register a new legal matter for that client. Do not use it to create the organisation itself.

Where do you find it?

Start from: /dashboard/cases
Create route: /dashboard/cases/new
Button on list page: New Case
Review route after save: /dashboard/cases

How to open the case

  1. Open /dashboard/cases.
  2. Click New Case.
  3. In Client Organisation, choose the correct client.
  4. In Case Type, choose the matter type.
  5. Enter a Title.
  6. Add a Description if you need more context on the record.
  7. Set Priority. The form starts at medium.
  8. Choose an Assigned Lawyer if one is available.
  9. Set a Deadline if the matter already has one.
  10. Click Create Case.
  11. Wait for the page to return you to /dashboard/cases.
  12. Confirm the new matter appears in the Cases table.

What should you verify on the list page?

The current Cases page is the follow-up review screen. Confirm the new row shows the right:

  • Reference
  • Client
  • Type
  • Status
  • Priority
  • Lawyer
  • Deadline

The system generates the case reference automatically when the case is created.

What if something looks wrong?

"The client I need is not in the Client Organisation list"

Why this happens: The case form only offers organisations that already exist.

Fix: Stop here and follow Creating a Client, then return to the case form.

"The Assigned Lawyer list is empty or missing someone"

Why this happens: The select list is populated from active users in lawyer-style roles, not from every user record.

Fix: Confirm the user exists and has the right role before trying again. If the person still cannot be selected, check Creating a User.

What's Next

Related Pages

Still Stuck?

  • Search the VerityLaw help set.
  • Use the support bot if your environment exposes it.
  • Contact support: support@veva.co.za

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