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Navigating Clients and Cases in CaseScribe

Learn how to organize your clients and cases with CaseScribe

Updated over 2 months ago

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:

  1. Click on a client name

  2. In the Client Details screen, click the three dots in the upper right corner

  3. 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

  1. Click on a case

  2. View details such as creator, creation date, and status

  3. 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:

  1. Click the "Add Client" button

  2. 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)

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