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Edit case details

The Case Details tab holds the structured information for a case, grouped into sections such as Claimant Info, Settlement Details, and Plaintiff Counsel. Sections that have no information show No data entered.

Case Details tab with the Case Overview, Visibility, and Claimant Info sectionsCase Details tab with the Case Overview, Visibility, and Claimant Info sections

Edit a section

Section titled “Edit a section”
  1. Open the case and go to the Case Details tab.
  2. In the section you want to change, select the pencil icon.
  3. Enter or update the information.
  4. Select Save. To discard your changes, select Cancel.
Claimant Info section in edit mode with Save and Cancel buttonsClaimant Info section in edit mode with Save and Cancel buttons

Change who can see the case

Section titled “Change who can see the case”
  1. In the Visibility section, select the pencil icon.
  2. Select All organization members, or select Allowed organization members and add the members who need access.
  3. Select Save.

The sections and fields on this tab are the same for every case in your organization. An admin can change them in Case Detail Configuration.