Case Chronology

The case list, status tabs, case card fields, and search and filter controls.

C1: Cases List & Statuses

The Create Case wizard, case header, three-dot menu and case tabs.

C2: Creating & Managing a Case

Duplicating a case within the account and sharing access externally.

C3: Duplicating & Sharing a Case

The Upload Case Documents dialog, Files tab layout and document processing.

C4: Uploading Documents

The page grid, page card tools, opening a page, tags, colours and stapling.

C5: Reviewing Pages

Adding pages to the workspace, Pre-event / Post-event sections and filters.

C6: Working with the Workspace

Episode fields, creating episodes, Pre-event toggle and Show in timeline.

C7: Episodes — Adding & Managing

The three Chronology sub-tabs: Calendar, Timeline, Episodes.

C8: Chronology & Timeline

The Search tab, filter panels in Files and Workspace, and search tips.

C9: Searching & Filtering

Automatic detection, the Duplicates tab, the compare dialogue, and workspace management.

C10: Duplicate Page Detection

Cases

Create a custom design with text, images, and links

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Case Portal

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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