Navigating CaseConnect

The main navigation menu is located in the left-hand sidebar. Use it to access the following areas:

Section	Description
Matters	View and manage all client matters and cases.
Contacts	Access clients, organisations, and other parties.
Tasks	View and manage tasks across all matters.
Documents	Search for, upload, and manage documents.
Time Recording	Record billable time and manage timers.
Billing	Manage invoices, payments, and outstanding balances.
Accounts	Review client and office account ledgers.
Disbursements	Track costs and other matter-related expenses.
Communications	Record emails, calls, meetings, and file notes.
Precedents	Access document templates and legal precedents.
Reports	Generate billing, time, and financial reports.
Settings	Manage firm-wide configuration and preferences. This section is available to administrators only.

Global Search

Use the global search bar at the top of any page to quickly find matters, contacts, documents, and other records by keyword.