🏠 Familiarize Yourself with Your Dashboard

Understand your central hub for managing cases, clients, and communication.

🎥 Watch: How to Navigate the Home Page (for Professionals)

The Home Page is your command center for everything happening in Your Case Plan. Here’s what’s included:

Quickly view your active cases. Click into any case to see summaries, documents, notes, and more.

View scheduled events like court hearings, client meetings, and team calls.

Track all tasks assigned to you, from case documentation to meetings.

Stay in the loop. All secure messages between you, clients, and team members are available in one place.