Understand the case page
Learn what each section of a case does, what the To Do list and Your Team show, and why people see different sections.
In this article2 sections
Every caseCase One legal matter, with its own page for updates, documents, forms, tasks and the people working on it. has its own page in the portal, where your team and your client work on it together. The menu opens the case's sections. Beside it, To Do shows what's waiting for you and Your Team shows who's on the case.
How it works
Open a case from Cases in the Lobby. It opens on the case's feed, and the menu has these sections:
| Section | What it's for |
|---|---|
| Feed | Updates, comments and files. See Post a case update. |
| Events | Meetings, hearings and deadlines, with who's coming. |
| Forms | Forms for people on the case to fill in. See Send a form to a client. |
| E-signs | Documents to sign. See Send a document for e-signature. |
| Invoices | Bills your client views and pays. |
| Notes | Your team's internal notes. |
| Tasks | Work to do, with who does it and when it's due. |
| Convo | Video calls with the people on the case. |
| Info | The case's details, such as its type and the date it was opened. |
To DoTo Do The list on a case of things waiting for you, such as forms to fill in, documents to sign or events to confirm. lists what you still owe on this case: forms to fill in, documents to sign, events to answer, invoices to pay and tasks. Each shows when it's due, and Open Task opens it. What you send to other people shows on their To Do, not yours.
Your TeamYour Team The people on a case, shown beside it with their role. lists the people on the case and their role. The Virtual AssistantVirtual Assistant An automated team member that posts welcome messages, check-ins and stage updates for the firm; its posts carry a Virtual Assistant badge. is on every case but isn't listed. If you may add people, + adds someone; see Invite a client to their case.
On a phone, the menu, Your Team and To Do are three tabs: Case Categories, Your Team and To Do.
Who sees what. Each person sees the sections their roleRole A set of permissions that decides what someone can see and do on a case, such as staff or clients. on the case allows. With the standard roles, staff see every section. Clients see all but Notes, and don't see the case's description on Info. An Admin changes what each role sees in Settings › Roles, and can switch a section off for the whole hub; see Understand user types and roles and Turn case modules on or off.
A closed case shows "This case has been closed" at the top. Everyone on it can still read it, but nobody can post, comment, sign, submit, pay or change anything, Admins included. To reopen it, an Admin or Manager opens Cases in the Admin PanelAdmin Panel The staff-only side of a hub, opened with the Admin button, where the firm manages cases, users, templates, automations and settings. and chooses Open Case on its row under Closed.
When to use it
Use the case page for work on one case: updates, forms, e-signs, tasks and calls. Use the Admin Panel for work across cases, and to edit, close or reopen a case.
Your firm may have changed what each role can do on a case. If an option described here is missing, ask an Admin of your hub.