Overview
CaseScribe organizes information into two levels: clients and cases. This structure allows for efficient management of legal documents and case information.
Clients
Viewing Clients
Upon login, you'll see the All Clients screen
Each client can have multiple cases associated with them
Client Details
To view or edit client details:
Click on a client name
In the Client Details screen, click the three dots in the upper right corner
Select "Edit"
Editable Client Information
Client name
External ID (e.g., VA claim number)
External link (to CRM or case management tool)
Tags (for organizational purposes)
Status (to track workflow)
Basic contact information (only full name is required)
Cases
Case Overview
Each client can have one or more cases
Cases serve as repositories for documents, case facts, and summary information
Accessing Case Details
Click on a case
View details such as creator, creation date, and status
Click "Edit" to access additional fields
Editable Case Information
Title
Case goals
Status (open or closed)
Adding a New Client
To add a new client:
Click the "Add Client" button
Enter the required information in the pop-up window
Tips
In VA law cases, there is typically one client with one case
Use tags to organize clients by team or attorney
Utilize statuses to track workflow stages
Consider creating separate cases for different document sets (e.g., e-folder, unsubmitted records)