Save a case
When you click “Save” the first time after creating a new case, the save dialog will open asking for a Case Name. It will default to the first names and last name. You may change the default to anything you want, but we recommend that you leave the client names as part of the case name to make it easy to find them in the future. One technique is to append information to the client names. For example, “William and Mary Jones – initial presentation”.