👩‍⚖️ Attorney Help Guide

Everything you need to prepare, communicate, and advocate efficiently.

🎥 Watch: Welcome to Your Case Plan – For Attorneys

📂 Getting Started

• ✅ How to Activate Your Account
• 📱 How to Download the App
• 🔹 Log In and Set Up Your Workspace

⚖️ Managing Your Cases

• 📁 How to View Case Details
• 📄 How to Upload & Review Case Documents
• 📆 How to Add and Track Court Dates

💬 Communicating with Clients

Stay in touch and support clients securely from one platform.

• ✉️ How to Chat with Clients
• 📝 How to Assign Tasks to Clients

🔐 Staying Secure & Informed

• 🔒 HIPAA-compliant messaging
• 🔁 Real-time updates from caseworkers and supervisors

✅ Tip

Attorneys often benefit from linking key case documents and notes to specific events (like hearings or client meetings). Use the Quick Add tool for fast organization.

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