How can we help?
Find setup guides, product walkthroughs, security information, integrations, billing answers, and everything you need to run CaseActive with confidence.
Popular guides
Guides our team recommends once your hub is up and running.
Find help by what you're trying to do
Categories are organized around real product tasks, so you can scan by goal instead of guessing where an article lives.
Getting started
Sign up, set up your hub and team, and learn how hubs, roles and the Admin Panel work.
Your clients
What clients see and do in their portal, and how you add them, message them and manage them.
Cases & intake
Open and run cases, send forms, e-signs and invoices, set up intake, and import in bulk.
Automation
Assign staff, welcome clients, check in on quiet cases and post updates automatically.
Integrations
Connect your other systems to your hub with API keys, the API and webhooks.
Security & account
Your sign-in and profile, single sign-on, roles and permissions, and your plan and billing.