How do I create a case?

This article offers some useful tips and guidance on how to build a case on the Exizent platform.

💁 To begin you must be logged into the Exizent platform

When you log in you will arrive on Your overview page. Click the blue Create Case button to the right
Enter basic case details as shown below and click Create Case to get started

20220112 Create Case (with call out)

👍 Company Case ID is usually the reference you would use when billing your client

Now that you have successfully created a case you can start to build up information about the deceased's estate.

💡 You don't have to wait until you have all the estate information for the deceased before building your case. You can add people, assets, liabilities, case documents etc. in any order that suits and save your progress as you go

Storing information about the people involved in the case

To update the deceased's details or add information about other people in your case, click the People & beneficiaries button on the left hand side menu:

20220811 People & beneficiaries outline (Menu)

To access only the deceased's details or the primary executor's details, you can also get there by clicking on their tiles at the top of your Estate overview:

20220811 executor and deceased tiles at top of estate overview

Find out more about how to add People to my case and the different roles you can assign them

Storing case documents

You can upload key documents within the Case documents tab by following these steps:

Click on the Documents & forms button

Upload key documents as required

Add any documents not related to the three headers within Additional documents
For a detailed guide on how to add documents to your case, please see here

Running an estate discovery search

Identify key assets and liabilities associated with an estate at the click of a button with our estate discovery feature powered by Experian.

Read this article for detailed guidance and tips on how to use Estate discovery.

Adding assets & liabilities

To start adding assets to your case, click on the relevant asset in the ribbon that runs right across your Estate overview. In our example I'll click to open a Land/building asset:

20222801 asset ribbon

Once opened, add the details you know to the fields within the asset and click Save
Use the Add another option to add another item for that asset type
Store any useful information about the assets in the Notes and Documents tabs

20222801 land asset with notes_responses_docs highlighted

The asset(s) you have added will be shown as tiles on your Estate overview

20220811 view of asset as tile on estate overview

Find out how to add overseas assets here
For a more detailed guide on how to add assets and liabilities to your case, please click here

💡 Each asset tile is tailored to capture relevant information about each different asset type

💡 Debts/liabilities like council tax or utility bills can be logged under Debts > Miscellaneous debt

💡 Any Assets that don't fall into a specific category can be logged under Miscellaneous items

💁 Once you have gathered all the details about the estate in your case, you can start creating court and tax forms via the Documents & forms button then generating the relevant forms for your case within the Inheritance Tax or Court forms tabs

👷 Our team are regularly making improvements and adding new features. Some things may have changed since this guide was written as functionality gets even more fabulous. If you need further assistance, please contact the Customer Success team who are always happy to help.

🖥️ Chat to us through the knowledge base - click the chat icon in the bottom right corner of this page

☎️ Call us on 020 8152 2902

✉️ Email us on support@legal.exizent.com