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For Attorneys, Peer Mentors, & Social Workers

Getting Started

Inviting New Clients

Assigning Clients to Cases

Managing Cases & Clients

How Do I Get the Mobile App?

Working with Clients

How to Chat with Clients

Creating Case Notes

Creating Events

Creating Tasks

For Clients

Getting Started (For Clients)

For Admins

Getting Started (For Admins)

Managing Organizational Settings

Managing Users

Creating New Cases