CaseScribe

Learn how to organize your clients and cases with CaseScribe

Navigating Clients and Cases in CaseScribe

Uploading Documents and AI Processing

Understanding Document Categories in the Documents Tab

Reviewing and Editing Document Types and Subtypes

Creating and Managing Case Facts

Learn how to filter and view the summary facts for your case.

Document View, Fact Timeline, and Tag View

This is a short guide to explain how to export case facts for use outside of CaseScribe

Exporting Case Facts

List of all Classifications and Types

CaseScribe Document Viewer Guide

CaseScribe includes a powerful search engine to find document text and facts.

How to Use Global Search in CaseScribe

Learn how to break apart a combined PDF with bookmarks

Uploading Combined Files to CaseScribe

Add, Edit, and Delete Users in Your Organization

Using ASK AI in CaseScribe

Using Filters and Sorting in CaseScribe

How to Share Client Access with Guest Users

What Are Case Summary and Tag Summaries

Using Bulk Edit Mode for Facts

User Manual

Homepage

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