# Creating a Case from an Account

> Create a Case from an Account to review the associated person or business. Attach existing Inquiries and Reports and assign a reviewer.

Source: https://help.withpersona.com/articles/7bti8SSaiqW2ETjh7TDQqz/
Section: Accounts > Introduction > Using Accounts

## Overview

From an Account, you can create a Case to review the individual or business associated with that Account. You can attach existing Inquiries and Reports to the Case and assign it to a reviewer. The new Case is linked to the Account.

## How to create a Case from an Account

1.  Navigate to the Dashboard, and click on **All Accounts**. Open the Account you want to create a Case for.
2.  In the top right of the Account, click **Create case**.

    ![CreateCaseButton](https://assets.withpersona.com/f_auto,q_auto/help-center/articles/accounts/screenshot-2026-06-23-at-12-10-42-pm.png '1443x693')

3.  In the **Create a new case** window:

    ![CreateNewCasePopup](https://assets.withpersona.com/f_auto,q_auto/help-center/articles/accounts/screenshot-2026-06-23-at-12-27-34-pm.png '518x461')
    1.  Under **Case template**, select the template to use (for example, Advanced KYC + AML (US): Basic Case).
    2.  (Optional) Under **Inquiries**, select one or more of the Account's Inquiries to attach to the Case.
    3.  (Optional) Under **Reports**, select one or more of the Account's Reports to attach to the Case.
    4.  (Optional) Under **Assign to**, choose a reviewer. This defaults to Unassigned, and you can select **Assign to me**.

4.  Click **Create case**. The new Case is linked to the Account and appears under **Cases** on the Account.