Case Creation Overview
Creating a new case with legal-i is child's play. In this article, you'll learn how to set up your first case and fill it with information.
Creating Your First Case
When creating your case, you have two options:
You create your case manually through the legal-i user interface. We'll cover this example in detail in this article.
You synchronize your cases with your existing system automatically.
💡 Would you like to connect your system automatically with legal-i? Feel free to contact us, and we'll help you!
Creating a Case Manually
Step by step:
In the case overview, click on the blue "+" symbol in the upper right corner of the screen.
Enter all data for your case in the form that opens.
If available, upload files from your local storage (Note: max. 2000 pages, max. 100 files, max. 4GB per upload).
Select the case folder to which you want to assign this case.
Press "Create case" - Done!
Your case will now be automatically created and processed based on the documents you uploaded. You'll find your created case in the case overview and will receive a notification once it has been successfully uploaded.
What Happens During Processing?
During processing, we check the files you uploaded and analyze them using artificial intelligence. You'll find the results of this analysis later in the case overview.
The case is uploaded and processed? Then the next step is the case overview. You can find it here: Get Started: Case Overview