Update Your ProfileTo update your personal information:Select your name or avatar in the top-right corner.Choose Profile.Update your name, job title, phone number, or department.Select Save.Your profile also displays your billing grade, which determines t ...
CaseConnect is a legal practice management system built for UK law firms. It brings your matters, contacts, documents, tasks, time, and billing into one place.Logging In1. Go to your firm's CaseConnect URL.2. Enter your email address and password.3. Click ...
After logging in you land on the Dashboard. What you see depends on your role:- **Solicitors and Staff** see their own upcoming tasks, matters they're assigned to, and recent activity.- **Firm Admins and Partners** see a broader firm-wide view including b ...
The main navigation menu is located in the left-hand sidebar. Use it to access the following areas:SectionDescriptionMattersView and manage all client matters and cases.ContactsAccess clients, organisations, and other parties.TasksView and manage tasks ac ...