🛠️ I'm an Admin

Welcome to Your Case Plan for Admins — this is your central guide for setting up your organization, managing users, and supporting your teams.

Whether you're overseeing a single site or a statewide rollout, this page will walk you through the essentials.

Here’s how to get started with Your Case Plan as an Admin:

✅ Check your email for your admin invite

You’ll receive a unique link to create your account and access your admin tools.
🖥️ Log in to the Admin Dashboard

Once you're in, you'll land on your Admin Dashboard, where you can manage clients, cases, users, and organization settings.
🎥 Watch this Quick Intro Video

Organizations are created by Your Case Plan.

Need changes? Email support@yourcaseplan.com
Admins and Owners are invited by email with a secure, one-time link to activate their account.
Admins can:

✅ Add/manage users

✅ Create and manage cases

✅ Assign clients to cases and parties

Add a User:

Go to the Users tab, then enter their name, role, email, and phone number. They'll get an invite to join.
User Roles Include:
- Attorneys
- Caseworkers
- Peer Mentors
Guest Users:

These are limited-access users — like CASA volunteers, DHS workers, or service providers — who can view case info without full staff permissions.

From the Cases tab, see all open cases along with court type and status. You can search or filter to find what you need.

Assign Teams & Roles:

Inside each case, you can assign team members (e.g., attorneys, mentors, caseworkers) to different parties involved in the case.
Manage Case Access:

Control which users can view or manage a case, and monitor updates or progress within the case activity feed.

How to Add a Client:

Clients can be added through three main methods:
- 🔗 Public Link from your website
- 📱 Signup QR Code or link shared by a professional
- 💌 Direct Invite Link from an admin or professional
Assign Clients to a Case:

Once a client signs up, you can assign them to a case party based on their attorney and case details.
Assign Clients to an Attorney:

From the client profile or signup request, you can match them with the correct legal team.

Check out the Help Center for how-to guides, FAQs, and video tutorials.

Still stuck? Contact us: