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What this article covers: How to create a new case in ClaimScore — the first thing you need to do before any claims can be uploaded or scored.

What is a Case?

In ClaimScore, a Case is the container for everything related to a single litigation program — its jurisdiction, its claim files, its scoring settings, and its team. Every claim you process lives inside a case. You need to create one before you can do anything else.

Before You Start

• You must have an Admin or Owner role in your organization to create a case.
• Have the following ready: the case name, case number, and the court where it was filed.

How to Create a Case

Step 1 — Open the Create menu

From anywhere in the app, click the "+" button in the top area of the left sidebar. A small dropdown menu will appear with three options:

• Create New Case
• Add Organization Member
• Add Case Member

Click Create New Case. This opens the full-screen Case Creation form.

Step 2 — Enter Case Identification details

The form opens with three fields under Case Identification:

• Case Name — Enter a clear, recognizable name for the case. This is how the case will appear in your dashboard and in all reports.
• Case Number — Enter the official case number assigned by the court.
• Court — Enter the name of the court where the case is filed.

Fill in all three fields before continuing.

Step 3 — Select the Jurisdiction

Under Jurisdiction, you'll see two sections: United States and Canada.

For US cases, a checkbox grid displays all US states and territories. Check every state or territory that is part of the class definition for this case. If the case covers all US states, check them all.

For cases that include Canadian claimants, check Canada as well.

⚠️ Important: Jurisdiction selection affects how claims are validated. Only select the states and territories that are actually covered by the settlement or class definition. You can edit this later, but only until the Claim Submission Start Date is set.

Step 4 — Set the Time Zone

Below the jurisdiction grid, select the Time Zone for this case from the dropdown. This controls how submission deadlines and timestamps are interpreted throughout the case.

A map of the United States is displayed to help you identify the correct time zone visually.

Step 5 — Create the Case

Once all fields are filled in, the Create Case button at the bottom of the form becomes active. Click it.

The case is created and you are taken into the case. Its initial status is Pending Setup — meaning it exists but is not yet configured for scoring.

What Happens Next

After creating your case, the next step is to configure its scoring settings. See: 2. Configuring ClaimScore Settings

You can also edit your case details at any time from Case Setup in the left sidebar — but note the banner that will appear once a Claim Submission Start Date is set: "Editable until Claim Submission Start Date." After that date, Case Name, Case Number, Court, Jurisdiction, and Time Zone are locked.