Click New case in the left sidebar. Only the matter name is required. Optional but useful fields: client name, opposing counsel, opposing counsel's firm, jurisdiction, case number, filing-deadline date, statute-of-limitations date, and next court date.

The conflict check runs as you type the client and opposing-counsel names. If there's a hit, the matching matters are listed and you must tick "I've reviewed the conflicts and want to proceed" before the matter can be created — that acknowledgement is written to the audit log with your user ID and timestamp. To decline, simply don't create the matter.

You can edit any field later by opening the matter and choosing Edit. Archiving a matter hides it but keeps everything and is reversible from Archived cases. Deleting a matter permanently removes its documents, drafts, and chats and cannot be undone.