🌊Navigating to a Case

  1. Open Cases: Click Cases in the left sidebar to see your full case list.

  2. Find the case using any combination of:

    1. Pagination to browse pages

    2. Search by keyword or Case ID

    3. Filters: Date range, Status, Litigation, Lead Source

  3. Take actions From the list, use the Actions menu on a case to run tasks. If an action uses credits, you’ll get a confirmation pop-up before it runs.

Tip: Stack filters (e.g., Status: Active + Litigation: Med-Mal) to narrow results fast.

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