CaseWorks
Case Management made easy
Case Management: Case Screen
Your Case Screen is the home for your selected case. Think of your Case Screen as a centralized location for everything relating to the case. The Case Screen shows you the case info while showing you all actions and options with your case. You can add a timeslip, manage the case budget, leads … Keeping your investigative cases organized with CaseWorks is easy with the case screen.
Case Screen Guide, Tips & Tricks
Case Screen: Filters
If you look at the top of your CaseWorks screen you will find a selection of filters. The filter section in CaseWorks is a great way to sort through all of your information and cases. you can search by:
- case name
- case number
- client name
- case status
- who the case is assigned to
- case type
- date range
When you are using filters in CaseWorks you are not limited to just one! You can use multiple different filters to narrow down your results. This such a time saver when you have multiple open & closed cases. To learn more about filters check out our filter guide
Case Screen: Case Info
Below the case filters you will find three columns. Case info, action and options. In the case info column you will find:
- Case number
- Client
- Date opened
- Case type
- Who the case is assigned to
- Case status
Case Screen: Case Actions
In the second column you will find one button and two drop down menus. Tap on the work case button to be taken directly to that case. When you are working on your case you can view, edit & add detailed information about your case.
Below the work case button you will find a drop down menu that says add. This dropdown menu is great if you are looking to complete or edit a specific item within a case. Think of this dropdown menu as a short cut to add anything new related to your case. From the drop down menu you can go directly to timeslips, case notes, expenses, leads, people & companies of interest, issues, photos, retainers, budget, time line, evidence, discovery & x docs.
Case Screen: Case Go To Actions
In the actions column you will see a dropdown menu titled “go to”. The “go to” dropdown menu has all of the shortcuts you will need when working a case. While the “add” dropdown action menu was to add new information. The “go to” dropdown menu will take you to existing case information to view or edit. You can go directly to time slips and case notes, expenses, leads, people of interest, companies of interest, issues, photos, retainers, budget, payment, timeline, evidence, discovery & X docs
Case Screen: Delete and Reports
In the options column you will find one button and two drop down menus. If you need to delete a case you can do it here. Don’t delete cases when you are done with them just mark them as closed, this way you always have the information still available.
Below the delete button you will find a reports dropdown menu. CaseWorks comes with some very powerful management and case reports. This dropdown menu is a short cut reports customized to this specific case. From the report drop down menu you have fast access to case intake, case information, work products, mileage report all timeslips.
To learn more about reports in CaseWorks check out our guide on reports
Case Screen: Case Options
Below the reports drop down menu you will find an options drop down menu. From this drop down menu you will find short cuts to case invoice, contract , credit memo or modify your case profile.
Next CaseWorks Guide
Adding a New Case
Picking up a new case is exciting and CaseWorks makes it simple to add new cases to your work flow. From the home screen there are two different ways to add a new client….
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Case management made easy
