The Case Details Page is useful because it will show you all of the information in MyCase for a particular case/matter. This Case Details Page is the equivalent of opening up a paper file on your desk to view all case information.

To open a Case Details Page, click the green link for the case anywhere it appears in the software. Or, type the name of the case into the Global Search Bar and you'll be taken to the details page.

By default you will be taken to the Items & Info tab. First you will see the Items & Info button which will show you the Case Name, Case Number, Case Description, Date Opened or Closed, Practice Area, Contacts and Staff linked to the Case and the Case Description. You will also see any Custom Fields entered on the case file.

From the Items & Info tab, you can click into the Calendar, Documents, Tasks, Messages, Notes or Workflows subsections for this particular case.

The Time & Billing tab will give you an overview of the case's Billing Information. You can edit the case's fee structure or Billing Contact on this page. You will see any un-invoiced balances, Trust Account Overview, Time Entries, Expenses, Invoices and Payment Activity.

The Contacts & Staff page will allow you to add or remove contacts and staff on the case file. This is also where you can edit the hourly billing rate for staff linked to the case.