Creating and Adding a new plaintiff

To get started on Justice Bolt, funding applications are required to be added first. This feature allows users to input new application information quickly and easily so it can organize, track, and approve the best cases. Entering all available case information from the beginning of the application process will help organize data and keep up-to-date with any changes in the case.

What are the steps to use this feature?

1. Click on the green plus sign beside the search bar
   
2. A pop-up box will appear. Type in the name of the Plaintiff. A dropdown menu will populate and match the name being entered. This is to ensure that cases aren’t input twice. If there's no match, click on the + New Plaintiff.
   
   
3. Input the details about the case in the corresponding fields that appear. Fields with asterisks are mandatory. To create an application, choose the type of funding the application is for and the dollar amount. Underneath the Application Info is an option to share this case with the appropriate law firm. Check this box and the law firm contact will be notified about this case via email alerts. Click the Create button.
   (The option to choose a Plaintiff Funding or a Medical Funding is only available if both options were turned on during onboarding. To turn it on, please reach out to your Account Manager.)
   
4. The Create button leads directly to the Case Profile page. Here, add additional information about the case. Documents can also be uploaded on this page, fill out case details, and underwriting information about it.

*Take note that whoever created the Plaintiff Application will be automatically assigned as the Primary Owner of the case unless it is otherwise assigned.