Getting started
Sign in, look around the sample case, and open your first matter.
Signing in
Go to caseinsight360.com and click Sign in. If a colleague invited you to their firm, use the link in the invitation email to set up your login.
Want to look before signing up? Explore the sample case on the home page opens a read-only sample matter, no account needed.
The dashboard
The dashboard is your home page. It shows:
- Getting started: a short checklist for new firms (add your letterhead, create a case, upload documents, ask a question, build an analysis, invite a colleague). Each item links to the right place. Click Hide once you no longer need it.
- Upcoming deadlines pulled from your documents. See Deadlines.
- What needs your attention across your cases.
The sample case
Click Try a sample case in the Getting started checklist. It copies a sample personal-injury matter into your workspace, with its documents and analyses already built, so you can try every section on real-looking material. The sample case doesn't count toward your plan's case limit.
Creating a case
- In the left sidebar, click New.
- Enter the case name. The reference number, description and practice area are optional, but the practice area sets the default claims used in trial prep.
- Click Create Case, then add documents. See Documents.
Finding your way around a case
The sections of a case are on the left (across the top on a narrow screen):
| Section | What it's for |
|---|---|
| Overview | Ask a quick question, see which analyses are built or out of date, the open items to review, and recent questions. |
| Documents | The case file: add, search, filter and open documents. |
| Ask | Questions answered from the file, with the source passage beside the answer. |
| Analysis | Chronology and Case intelligence. |
| Prepare | Deposition prep, Mediation and Trial prep. |
A small amber dot next to a section means documents were added after it was built, so it may be worth rebuilding.
Above the sections, the case header shows how much of the file has been read, for example "Read 412 of 412 pages · 38 of 38 documents". Case summary opens the case description.