Pro Mode lets you create a case and send a data collection request on a single page instead of using the step-by-step wizard. All the same fields are available, displayed together for faster configuration.
Pro Mode is a per-user setting that replaces the New Case wizard with a single-page form.
Step 1: Open Settings
Click Settings in the left panel.
Step 2: Find Case Creation
On the Profile tab, find the Case Creation section.
Step 3: Check Pro mode
Check the Pro mode checkbox. The helper text reads: "Show all case settings on a single page instead of the step-by-step wizard. Recommended for experienced users."
The change takes effect the next time you click + New Case.
The Pro Mode form combines the wizard steps into sections on a single page.
Step 4: Click + New Case
From the My Cases page, click + New Case in the top right corner. The single-page form opens.
Step 5: Enter a case name
Under Case Details, enter a case name.
Step 6: Set team access
Under Team Access, add individual users or teams to give them access to the case and its data. Use the Individual Members tab to add specific people, or the Teams tab to add a pre-configured team.
Step 7: Select data sources
Under Data Sources, check each data source you want to collect: Mobile Device, Email, Social Media, AI Chat, Financial, and Case Files.
Step 8: Choose a collection mode
Under Collection Mode, choose how the custodian shares their data. Three options are available: Manual, Auto Share, and Share All. If you select Auto Share, enter your search criteria (email addresses, phone numbers, contact names, or keywords).
Step 9: List requested documents
If you selected Case Files, a Documents section appears. Enter one document name per line.
Step 10: Set the date range
Under Date Range, select Collect everything to include all available data, or Specific date range to limit the collection to a custom period.
Step 11: Enter the custodian's details
Under Send To, enter the custodian's contact information. Select My Client to send the request directly to the custodian, or Opposing Counsel to route it through the opposing attorney for review first.
Step 12: Add services
Select any additional services you need (equipment or managed collection).
Step 13: Create the case
Click Create Case to create the case and send the collection request.
Next steps
After the request is sent, use How do I manage collection requests? to track it.