Cases & Matters
Case Management Overview
Organize monitoring with cases
Last updated February 25, 2026
# Case Management Overview
Cases help you organize your obituary monitoring by client matter.
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## What is a Case?
A case represents a client matter or project. Each case can have:
- Multiple watches (people you're monitoring)
- Confirmed matches
- Activity history
- Notes and documents
- Time tracking data
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## Why Use Cases?
| Benefit | Description |
|---|---|
| Organization | Group related watches by matter |
| Billing | Track time per case |
| Reporting | Generate case-specific reports |
| Collaboration | Share with team members |
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## Case Workflow
- Create a case when you open a new matter
- Add watches for people you need to monitor
- Review matches as they come in
- Confirm or dismiss matches
- Export activity for billing
- Generate compliance reports
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## Case Statuses
- Monitoring - Actively scanning
- Match Identified - Match found, needs review
- Log Generated - Audit report created
- Court Filed - Documentation submitted
- Closed - Case complete
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## Who Can Use Cases?
Cases are available on Professional plans.
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