Type new case. The system walks through 7 steps:

  1. Client name, DOI, body parts, employer, injury type
  2. Duplicate check — searches existing cases for matches
  3. Conflict check — cross-references employer across all cases
  4. Case created in MerusCase with correct status and fields
  5. SOL deadlines calendared — 1-year (LC 5405) and 5-year (LC 5410)
  6. 11 compliance tasks created with correct attorney/paralegal assignments
  7. Retainer agreement flagged as task #1 (Bus. & Prof. Code 6147)

Tasks that require attorney action (NOR, subpoenas, Application filing) are assigned to the attorney. Tasks that are paralegal work (medical auth, wage statement, DWC-1 verification) are assigned to the paralegal.