Tutorial: Case Management (Professional)

Case Management: Complete Professional Tutorial

Cases help you organize watches and matches by legal matter.

What You'll Learn

• Creating and configuring cases
• Adding watches to cases
• Tracking case activity
• Generating case reports
• Managing case lifecycle

Why Use Cases?

Creating a New Case

Step 1: Navigate to Cases

1. Click "Cases" in the sidebar
2. You'll see your cases list (or empty state)

Step 2: Click New Case

1. Click "+ New Case" button
2. Or click "Create Your First Case" if empty

Step 3: Choose a Template

Select from templates:

• Probate Administration - Estate proceedings
• Trust Administration - Trust matters
• Collections - Debt recovery
• Skip Trace - Locate missing persons
• Blank Case - Start from scratch

Step 4: Enter Case Details

Required Fields:

• Case Name: Estate of John Smith
• Client Name: Smith Family Trust

Recommended Fields:

• Matter Number: 2026-PRB-042
• Jurisdiction: Hamilton County, Ohio
• Filing Deadline: March 15, 2026

Step 5: Create the Case

1. Review all information
2. Click "Create Case"
3. You're taken to the case detail page

Adding Watches to a Case

Method 1: From Case Page

1. Open the case
2. Click "Add Watch" in the case
3. Fill out watch details
4. Watch is automatically linked

Method 2: Link Existing Watch

1. Go to Watches page
2. Find the watch to link
3. Click the watch card
4. Click "Link to Case"
5. Select the case

Case Detail Page

Header Section

• Status badge (Monitoring/Matched/Closed)
• Watch count
• Match count
• Days active

Watches Tab

Lists all watches linked to this case with status and quick actions.

Activity Tab

Complete activity timeline:

• Watch created events
• Match found events
• Match confirmed/dismissed
• Report generated

Case Statuses Explained

Generating Case Reports

Full Case Report

1. Open the case
2. Click "Generate Report"
3. Choose "Full Case Report"
4. Select date range
5. Download PDF

Negative Search Certificate

When no matches are found, generate a certificate proving diligent search.

Filing Deadline Reminders

You'll receive reminders:

• 30 days before deadline
• 14 days before deadline
• 7 days before deadline
• 1 day before deadline

Best Practices

1. Use consistent naming - Makes searching easier
2. Add matter numbers - Cross-reference with your system
3. Set deadlines - Get automatic reminders
4. Generate reports promptly - While data is fresh
5. Link all related watches - Keep everything organized

Next Steps

• Tutorial: Bulk Import for Cases
• Tutorial: Team Collaboration
• Integration with Practice Management