How to Create a Case

A Case is a shared workspace for an agreement’s lifecycle—parties, proposals, negotiation, the agreement, and ongoing records. After completing, your case is ready to hold discussion and records across the lifecycle of the agreement.

Before you start

• Create an account

See also

• Send a proposal

Steps

1. Click New case — Use the top‑left button to open a new workspace.
2. Enter a title — Type a clear name so everyone can identify the case.
3. Add the parties — Enter their email addresses, and add more later only if all participants agree.
4. Submit the form — This creates the case and notifies each participant by email.
5. Start the discussion — Use the case workspace as a shared space for discussion and records.