Creating your first case

Overview

A case is your private workspace for one legal matter. Documents, timeline events, evidence, tasks, and exports all stay bound to that case.

Why this feature exists

Keeping matters separate protects clarity and privacy — and keeps Sera’s recommendations focused on the right context.

Step-by-step

1. 1

   Go to Home or Create Case

   Choose Create Case and enter a clear case name.

2. 2

   Add optional details

   Court file number, opposing party, or location can be added now or later in case settings.

3. 3

   Select the case as current

   Use the case selector in the sidebar when you have more than one case.

4. 4

   Add your first documents

   Start with the most important materials — orders, notices, or key correspondence.

Best practices

• Name cases so you’ll recognize them months later.
• Don’t put multiple unrelated disputes in one case.

Productivity tips

• Create the case first, then batch-upload a week of materials.

Common mistakes

• Using a vague name like “Case 1”.
• Uploading files before creating a case.

Frequently asked questions

Screenshots

Helpful links

• Create Case
• Home

Related articles

• Getting started with SeraCase

  Learn how SeraCase helps you organize documents, build a timeline, and prepare next steps — calmly and securely.

• Uploading documents

  Add PDFs, photos, emails, and scans to your case so Sera can organize them into a clear timeline and evidence library.

• Can other users access my case?

  Your case is private to your account — here’s what that means, and how sharing should work instead.

• Understanding Home

  Home is your command center — cases, insights, and recommended next steps.