Adding a Case

How to add a case to Barrcloud

The To add a case to Barrcloud, from the Home screen click on the Cases & Firms button

Then click the New Case button

From the Firm drop down select which Firm the case is allocated to

A Solicitor of the Firm can be selected from the Solicitor drop down

A 3rd Party can be selected from the 3rd Party drop down

The Case Reference will automatically populate

The Court Reference, Location and Your Reference details can be added here

The default Nominal Code will be automatically set to Professional Fees but can be changed in the drop down

A Case Type can be selected here

To add a new Client, Applicant or Respondent click on the New button to add their details to the system

A Client, Applicant or Respondent that is already added to the system can be selected from the drop down.  Once selected click the plus button to add them to the case

For the Case Description, text can be type into the field or by clicking on the Vs button will add Applicant -v- Respondent as a case title