> For the complete documentation index, see [llms.txt](https://docs.trustform.io/guide/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.trustform.io/guide/client-management/case-management/create-and-manage-cases.md).

# Create and Manage Cases

## Create a New Case

To create a new case, follow these steps:

{% stepper %}
{% step %}

#### Click Create Case

This button is located in the **Cases** tab of the relevant client account.

<figure><img src="/files/KfQSrLjz2v7WeBBV9Dql" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

#### Create the Сase

* Select the **case type** – Identity Verification, Information Request, KYC update request and Document update. Other case types may also be available, depending on your workspace configuration.
* Enter the **client’s email address**.&#x20;
* For the Identity Verification type, you also have to choose an Individual entity.

<figure><img src="/files/LMixj9jQYFPwZWtZLLDv" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

#### Fill in the Сase details

* Enter a description of the information you are requesting.
* Optionally, specify a **Due Date** – the latest expected response date.
* You can click **Save Changes** to return later – the case will be saved as **Draft**.
* Click **Send Request** to send it to the client. The client receives an email notification about the new request.

<figure><img src="/files/hHkMvQxRmu34NfLJu76r" alt=""><figcaption></figcaption></figure>
{% endstep %}
{% endstepper %}

## Manage cases

You can monitor and control all created cases from the Cases tab.

### Track the status of cases

All created cases are stored in the **Cases** tab. Use search and filters to find a specific case – \
for example, by Case ID, client name, or case author.

<figure><img src="/files/SRNCJSMxuDfUHJi13lGP" alt=""><figcaption></figcaption></figure>

### Revoke a request if necessary

If the request is no longer relevant, open the case and click **Revoke Request** in the top-right corner.\
The client receives an email notification. If they open the request link, they will see a message that the case has been revoked and will no longer be able to submit any information.

<figure><img src="/files/4pWNbsOgE3ieXGoCTBun" alt=""><figcaption></figcaption></figure>