🗂️ Managing Your Cases

Track and manage all your active cases from one centralized dashboard.

🎥 Watch: How to Manage Your Cases

✅ What You Can Do Here:

• 📁 View Active Cases

  Go to the Cases tab to see all your open cases at a glance. Click on any case to view details.

• 📝 Explore Case Details

  Each case includes a summary, uploaded documents, upcoming events, tasks, and notes — all in one place.

• 📌 Assign Tasks

  Add client tasks right inside the case view to help them meet goals and stay on track.

💡 Pro Tip

⭐ Use the case categories (e.g., Family Reunification, Visitation, Court Prep) to keep your caseload organized and searchable.

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