For Professionals

Manage cases, communicate securely, and support families confidently with Your Case Plan. Access tools and guides tailored for attorneys, caseworkers, and peer mentors.

• ✅ How to Activate Your Account
• 📱 Download the Your Case Plan Mobile App
• 🔹 Log In and Set Up Your Workspace
• 🏠 Familiarize Yourself with Your Dashboard
• 👩‍⚖️ Attorney Help Guide
• 🧑‍💼 Caseworker Help Guide
•  🧑‍🏫 Peer Mentor Help Guide
• 📝 How to Add a Case Note
• 📅 How to Add an Event
• 👥 Managing Your Clients
• 👤 How to Invite a Client
• 💬 How to Chat with Clients
• 🗂️ Managing Your Cases
• 🧑‍💼 How to Upload and Review Case Documents (Professionals)
• 📝 How to Assign Tasks to Clients