🎓 I’m a Professional (Attorneys, Caseworkers, Peer Mentors)

Welcome to Your Case Plan for Professionals!

Manage your cases, communicate securely, and support your clients with clarity and confidence.

🚀 Quick Start

Get up and running fast with these essential steps:

1. Activate Your Account
2. Download the Mobile App
3. Log In and Set Up Your Workspace
4. Familiarize Yourself with Your Dashboard

👩‍⚖️ Choose Your Role-Specific Guide

Select the professional role that matches you to access tailored help resources and tutorials:

• 👩‍⚖️ Attorney Help Guide
• 🧑‍💼 Caseworker Help Guide
• 🧑‍🏫 Peer Mentor Help Guide

🔧 Quick Actions

Need to do something right away? Jump to these common tasks:

• 📝 How to Add a Case Note
• 📅 How to Add an Event
• 👤 How to Invite a Client
• 💬 How to Chat with Clients

🧭 Helpful Resources

• Managing Your Cases
• Managing Your Clients
• Security & Privacy Overview

❓ Need Help? Contact Support

If you have any questions or need assistance, please reach out to our support team:

📧 Email: support@yourcaseplan.com

We’re here to help!

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