Case Management
Case Management
Learn how to manage cases, profiles, to-dos, appointments, notes, files, emails, and parties in Case IQ.
Case IQ Basics
- Log in to Case IQ
- Reset your Password
- Change your Password
- Navigate Case IQ
- Change Account Settings on Profile Page
- Change your Notification Preferences
- View your Notifications
- Sign Back in After Session Timeout
- Manage Cases in your Watchlist and Lists
- Case IQ Home View
- Error Messages
- Search in Case IQ
- Configure a Grid
- Auto-Populate Forms
- Set Up Multi-Factor Authentication (MFA) for Your Account
Cases
- Cases Overview
- Cases Grid Page
- View a Case's Details
- Add a Case In-Application
- Add a Case via Email
- Assign a Case
- Manage Team for a Case
- Edit a Case
- Cancel a Case
- View a Case's History
- Link Related Cases
- Set a Flag to a Case
- Mark a Case as Confidential
- Retain a Case with "Do Not Purge"
- Print Case Details
- Close a Case
- Generate Content for a Case Using AI
- Translate a Case
- Link a Case's Records
- Request Access to a Case
- Manage External Access to a Case
- Review a Case's AI Intake Information
Profiles
- Profiles Overview
- Profiles Grid Page
- View, Edit, or Delete a Profile
- Add a Profile
- Link a Profile to a Case
- Link a Profile to Another Profile
- Create a Profile when Adding a Party
Notes
- Notes Overview
- Notes Grid Page
- View, Edit, or Delete a Note
- Add a Note
- Manage External Access to a Note
Forms
- Forms Overview
- Forms Grid Page
- View, Edit, or Delete a Form Record
- Add a Form Record
- Translate a Form Record
- Send a Request to Fill in a Form
- Complete a Request Form
- Edit, Resend, Cancel, or Delete a Request
- View, Edit, or Delete a Response to a Request
Files
- Files Overview
- Files Grid Page
- Download, Share, Edit, or Delete a File
- Manually Upload a File
- Drag and Drop Files to a Case
- Generate Documents from a Template
- Add a URL to a Case
- Grant Case IQ's AI Access to Files
- Manage External Access to a File
- Files FAQ
- Share File FAQ
Emails
- Emails Overview
- Emails Grid Page
- Reply to or Link an Email Thread
- Send an Email in Case IQ
- Send an Email to a Case
- Emails FAQ