Working with cases.

Cases are the foundation of Family Evidence. Each case contains all evidence, participants, and documentation for a specific legal matter.

To create a new case

1. Click "New case" from your dashboard or sidebar
2. Enter a case name (e.g., "Smith v. Smith" or internal reference)
3. Optionally add:
   • Case number: Official court docket number
   • Court/jurisdiction: Where the case is filed
   • Description: Brief notes for your reference
4. Click Create case

Access case settings to update details, view activity, and manage participants.

Case dashboard

Each case has a dedicated dashboard showing:

• Evidence count: Total files uploaded
• Recent activity: Latest uploads and actions
• Participants: Who has access
• Export history: Previous exports

Editing case details

1. Open the case and click the gear icon or "Settings"
2. Update any field (name, number, description, etc.)
3. Save changes — updates are logged in the audit trail

Case status

Cases can have the following statuses:

• Active: Normal state, all features available
• Archived: Read-only, preserved for records
• Pending: Awaiting client setup

Control who can view and contribute to each case with granular permissions.

Access levels

Privacy settings

• Standard: All firm members with appropriate roles can access
• Private: Only explicitly invited participants can access
• Confidential: Additional audit logging, limited access

When a case concludes, you can archive it to preserve records while keeping your active list clean.

Archiving a case

1. Open case settings
2. Click "Archive case"
3. Confirm the action

Archived cases:

• Become read-only (no new uploads)
• Remain searchable and exportable
• Don't count toward your active case limit
• Can be restored at any time

Restoring archived cases

1. Go to Settings → Archived cases
2. Find the case and click "Restore"
3. The case returns to active status