Select the client account and the appropriate person when recording a case or reviewing intake.
The account identifies the client associated with the work and its billing context. The case contact identifies the client-side person for that matter. An employee Case Manager and assigned investigators are separate internal or vendor responsibilities.
Authorized users can create a missing account or contact through the offered intake controls. Search first to avoid duplicates. What a requestor typed is not automatically proof that it is linked to the correct existing account.
Limited client users see cases where they are the case contact or explicitly assigned, subject to permissions and visibility rules. Adding a person to an account does not by itself give them every case belonging to that account.