Pro Mode lets you create a case and data collection request on a single page, instead of using the step-by-step guided setup. All the same fields are available; Pro Mode displays them together for faster configuration.

Click Create Case to create the case and send the collection request.

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.

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).

Under Data Sources, check each data source you want to collect: Mobile Device, Email, Social Media, AI Chat, Financial, and Case Files.

Check the Pro mode checkbox.

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.

If you selected Case Files, a Documents section appears. Enter one document name per line.

Under Date Range, select Collect everything to include all available data, or Specific date range to limit the collection to a custom period.

Select any additional services you need (equipment or managed collection).

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.

Click Settings in the left panel.

On the Profile tab, find the Case Creation section.

From the My Cases page, click + New Case in the top right corner. The single-page form opens.

Under Case Details, enter a case name.

After the request is sent, use How do I manage collection requests? to track it.