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Enter what you know now. Blank optional fields can be read from uploaded case files and confirmed later.

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Case identity

The names people will use to find and discuss this matter.

Internal case number RequiredAssigned by your firm; this is not inferred from case files.Case or matter name OptionalCan be read from the complaint or engagement letter after upload.Incident or subject OptionalCan be read from the complaint, incident report, or expert materials after upload.Location OptionalCan be read from incident reports or pleadings after upload.

Parties

Identify who retained the firm and who may be adverse.

Client OptionalCan be read from the engagement or retention letter after upload.Opposing parties OptionalCan be read from the complaint and party disclosures after upload.

Engagement boundary

Record the question the expert was retained to answer.

Retained scope OptionalCan be read from the engagement or retention letter after upload, then confirmed by the reviewer.Party names entered now are ready for conflict reviewOptional. If left unchecked, file extraction will add proposed parties to the case setup queue. This is not a firm-wide conflict clearance.

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