Case Management Fundamentals

Overview Case management is the foundation of legal practice. Whisperit provides a structured approach to organizing client cases, matters, and related documents.

Creating a New Case

1. Navigate to the Cases section

2. Click '+ New Case'

3. Enter case name, client information, and matter type

4. Set matter dates and case status

5. Assign team members

Case Structure Each case contains:

• Case information and client details

• Related documents and matter materials

• Team members and permissions

• Matter timeline and key dates

• Status tracking and analytics

Managing Cases Update case status, team assignments, and documentation as your matter progresses. Archive closed cases to keep your workspace organized.

Best Practices

• Use consistent naming conventions for cases

• Assign appropriate team member permissions

• Regularly update case status and documentation

• Archive completed matters to reduce clutter