Creating a case using PDF documents

Recently updated on April 9th, 2024 at 12:17 am

This page provides the steps on how to court create a case in LeagalAtoms based on documents.

Benefit:

This feature helps professional users have a common place for all cases whether they originated in LegalAtoms or were filed manually using paper. By having a common source, the subsequent steps such as electronic serving can then be done in a single consistent way.

Step 1: Select the More Actions Button

Step 2: Select an action

Within the Service category, the option to create a case "Serve Civil Orders" is automatically selected.

Step 3: Intake Form

Step 1 - Fill the Case Info Section

• Select Case Type
• Select Case Status
• Select the set of documents to upload
• Select the court requesting service
• Select Case transferred to different court
• Select Case/Cause number

Select the set of documents to upload

The page contains a series of line items. This is the key step whereby you would click and upload documents. The documents to be uploaded must be in the PDF file format.

Notes

• • If you don't have a document you can leave it's slot empty.
  • If you have a document that doesn't belong to any of the pre-specific slots, you can add it manually using Attach other documents button.
  • You should upload all the documents in one go.

Step 2 - Fill the Petitioner Info 

This is used in various places e.g. as the row title in the dashboard or the summary section of the case.

• Petitioner First Name
• Petitioner Middle Name
• Petitioner Last Name
• Petitioner Date of Birth (DOB)
• Petitioner Email
• Petitioner Phone Number

Step 3 - Fill the Respondent Info 

• Respondent First Name
• Respondent Middle Name
• Respondent Last Name
• Respondent Date of Birth (DOB)
• Respondent Email
• Respondent Phone Number

Step 4: Done

Finally, clicking on the next button will submit the intake form.

Professional received Email confirmation.

At this point, the case will appear on your dashboard.