User Profile

Update Your Profile

To update your personal information:

1. Select your name or avatar in the top-right corner.

2. Choose Profile.

3. Update your name, job title, phone number, or department.

4. Select Save.

Your profile also displays your billing grade, which determines the default hourly rate applied to your time entries.

Light and Dark Mode

CaseConnect opens in dark mode by default. To change your display preference:

1. Select the sun/moon icon in the top navigation bar.

2. Your preference will be saved automatically.

User Roles and Access

Your user role determines which features and information you can access.

Role	Access level
FirmAdmin	Full access to firm settings, all matters, and all users.
Partner	Full access to matters, billing, and financial information.
Solicitor	Access to matters where you are assigned as a fee earner or solicitor.
Staff	Limited access based on your matter assignments.

If you cannot access something you need, contact your Firm Administrator.

Notifications

The bell icon in the top navigation bar displays your unread notifications. Select the icon to view recent alerts.

For a complete list of notifications, visit the [Notifications](/notifications/) page.

Helpful Tips

• Global search: Press / or select the search bar to begin a search from anywhere in CaseConnect.

• Matter references: Every matter has a unique reference, such as CONV-2025-0001. You can search for a matter directly using its reference.

• Matter tabs: Within a matter, use the tabs—such as Overview, Tasks, Documents, Time, and Billing—to move between sections without leaving the matter.