Case User (Client User) Guide

Case Users (client_user) are client-facing portal accounts with access limited to cases they are associated with. This role is typically used when clients need to view their case status or upload documents.

Your access

As a case user you can:

• View Cases linked to your account
• See case Details, Notes (as shared with you), and Files
• Upload files when permitted

You cannot:

• Access hearings lists, intake, CTC, offers, approvals, or tasks
• Manage other users or administrative settings
• Edit case metadata or run case actions

note

Only Organization Admins can invite Case User accounts.

Common tasks

View your case

1. Sign in to the portal.
2. Open Cases — you see only cases associated with your account.
3. Click a case to open Case Detail.
4. Review the Details tab for status and key information.

See Case Detail.

Upload a document

1. Open your case.
2. Go to the Files tab.
3. Use the upload panel to add a file.
4. Select privacy level and tags if prompted.

See Case Files.

Read updates

1. Open the Notes tab on your case.
2. Review notes posted by your legal team.

See Case Notes.

Account help

For login issues, password resets, or questions about your case, contact your attorney's office or the administrator who invited you.

See Logging In and Troubleshooting.