Create a New Case with Client/Matter Number

If you are new to Nextpoint and wanting to set up your account and your first case, simply email with the following information:

  • Names and emails of users needing access to case
  • Case caption
  • Approximate number of pages

Our Client Success team will take care of the rest, and you will be notified when the case has been created.

Once we receive a customer’s completed hosting agreement, the case will be set up and you can start uploading documents immediately.

Adding Additional Cases to your Account

This functionality is for Account Administrators only.

To add a case after your first one has been added by the Nextpoint Client Success team, navigate to the top left of your screen and click "Manage Account".



On the Cases tab, click on the blue "Create New" button located above the cases list.



From there, simply add your Case Name, Client Number and Matter Number and "Save". Client Number and Matter Number will appear on all Nextpoint databases within this case and on your monthly Nextpoint statements to assist in billing. 


Back on the Cases list, your new case with client/matter numbers will be located under the list of Empty cases. To add an existing database to your case, click on the three dot menu and select "Add Database"

Note: From this same three dot menu, you can also "Edit" and add Client and Matter numbers to any existing cases.


Choose which database(s) you would like to add to your case and click "Save". Any database added to the selected case will be removed from all other cases. 

In the alternative, you can create a new case as you are creating a new database. To add a new database, follow the instructions here.

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