Case Detail
The case detail page shows everything about a single case in a tabbed layout.
Open case detail
- From Cases, click a case row.
- Or navigate directly to
/cases/[caseId].
The page header shows the case title, status badge, and key identifiers. Use the back arrow to return to the cases list.
Tabs overview
| Tab | Description | Availability |
|---|---|---|
| Details | Client info, debt info, case metadata | All users with case access |
| Intake | Intake-specific data for converted cases | Higbee org |
| Notes | Case notes and communications log | All with case access |
| User Assignments | Staff assigned to functional roles | View: all; Edit: org admin |
| Related Cases | Linked cases | All with case access |
| Hearings | Hearings for this case | All with case access |
| Offers | Settlement offers on this case | Higbee org only |
| Tasks | HATS tasks linked to this case | Higbee org only |
| Files | Client documents and uploads | All with case access |
Tabs appear based on your role. If a tab is missing, you do not have access.
Edit case details
If you have edit permission:
- Open the Details tab.
- Click Edit (or enter edit mode).
- Update fields in the form.
- Click Save to commit changes or Cancel to discard.
If you switch tabs while editing, the portal may prompt you to save or discard unsaved changes.
Actions panel
The Actions dropdown or panel lets you run predefined case actions, such as:
- Status changes (close, withdraw, etc.)
- Trigger HATS procedures
- Generate forms
- Task pickup workflows
Available actions depend on case state and your permissions. See Case Actions.
Export case data
From the case detail header or actions menu:
- Export to Excel — Spreadsheet download of case fields
- Export to PDF — Printable case summary
Export may take a moment for large cases.
Copy identifiers
Use copy buttons next to case IDs, phone numbers, or emails to copy values to your clipboard.
URL and deep linking
You can share a link to a specific tab using the ?tab= query parameter, for example:
/cases/abc123?tab=notes
Valid tab values: details, intake, notes, user_assignments, related_cases, hearings, offers, tasks, files.