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Question

Posted: Aug 07, 2009

How do I add a new client case?

In EZ-Filing > Case management > Client cases
In EZ-Filing > Case management > EZ-Manage

Answer

You can add a new client case using the default setup or from the EZ-Manage™ window. You must set case management preferences to view the EZ-Manage window. For more information, see How do I set preferences for case management?

To add a client case, do one of the following:

If you are using the default setup for case management, select File>New Client in the main menu bar to open the New Client wizard.
If you have set your preferences to use Case Management:
- Select File>Open Client in the main menu bar.
- In the EZ-Manage™ window, select the client case that you want to copy.
- In the left menu bar. click Add to open the New Client wizard.

Fill in the following client information:

Field	Description or action
Type	Select the type of debtor from the list. If you select Other, enter a description of the debtor type in the Describe text box that appears.
Debtor	Enter the debtor's name.
Spouse	If you selected Joint as the debtor type, enter the spouse's name.
Chapter	Select the bankruptcy chapter from the list.

Click Next to move to the Jurisdiction window.
Fill in the following jurisdiction information:

Field

Description or action

Jurisdiction

Select the district in which you are filing.

Note: If the district you need does not appear in the selection list, you need to activate the state that includes that district. See Activate states in the related tasks below.

Exemption Law

EZ-Filing automatically selects the exemption law that corresponds to the jurisdiction.

Click Next to move to the Case Information window.
Fill in the following case information:

Field	Description or action
Case Number	If the case has already been filed with the court, enter the case number.
Commenced On	To enter the filing data, do one of the following: If the case has already been filed with the court, enter the date on which the case was filed. If the case has not been filed yet, leave this field blank.
Fee Received On/Amount	If you have received any portion of the fee: Enter the date on which you received the payment. For the supported date formats, see Enter Dates in the Related reference below. Enter the amount you received. Note: You can set up EZ-Filing to automatically answer Question 9 on the Statement of Financial Affairs using the information in the Law Firm window and the date and amount that you enter on the Fee Received On and Amount text boxes. See Statement of Financial Affairs.
Attorney	To identify the preparer of the case, do one of the following: If an attorney will prepare the case, select the name of the attorney from the list. If a nonattorney will prepare the case, check-mark Prepared by Non-Attorney (11 USC § 110).

Click Finish to save your work and close the window.

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