Using the search bar on the top of the page, search for the client that needs a new case.

Locate the client you want to add a new case to.

Click the arrow at the end of the desired client’s row.

Select New Case.

A new tab will open.

Fill the information out as usual. The client's existing information will be filled in already.

Select Save in the bottom right corner.

A new case has been added to the existing client.