Managing cases

Find, pin, archive and restore cases.

Finding a case

The left sidebar lists your firm's cases: Pinned first, then Recent, then All Cases in alphabetical order. Use the search box at the top to filter by name. Pin a case you work on often to keep it at the top.

Archiving and restoring

Archive a case when it's closed or on hold. Archived cases keep their documents and analyses, but they leave your active list and don't count toward your plan's case, document or page limits.

To archive one case, use the archive button on the case in the sidebar.
To archive or restore several at once, click Manage at the top of the sidebar, select the cases and click Archive or Restore.

If a case can't be restored yet, the Manage page shows the date it can be. Restoring a case counts it toward your active case limit again.

Deleting a case

Cases can't be deleted from the app. To have a case and all of its documents permanently deleted, email support@caseinsight360.com from your account's email address with the case name.

To remove a single document, delete it from the case's Documents list. See Documents.