📋 My Caseload Overview

The Caseload is the first screen you see when logging into Casefriend. It centralizes your active matters, communication timers, milestones, and recent updates—all in one place.

🛠️ Tool Summary: My Caseload

Casefriend’s Caseload screen gives you a real-time overview of all your assigned cases. It helps you:

✅ Stay on top of communications and deadlines

✅ Quickly identify new activity

✅ Customize your view with powerful filters

📁 Case List

❓When to Use:
Use the Case List to view all Cases assigned to you as a primary or secondary attorney.

What It Does:
Displays your Cases in order of most recent activity, so you can quickly return to active matters. Cases are assigned by your firm administrator or manager.

⏱️ Communication Timers

❓When to Use:
Use Communication Timers to stay on schedule with client updates and Plan of Action reviews.

What It Does:
Timers count down to your next required communication. Your firm administrator sets the timing rules for each client.

🎯 Milestones

❓When to Use:
Use Milestones to track critical actions and deadlines in each case.

What It Does:
Casefriend includes 5 default Milestones (customizable by your firm):

• 📧 Email – Contact client within 2 days
• 📝 Report – Initial report to claims within 7 days
• 🎙️ Depo – Deposition within 60 days
• 🏥 MPN – Start 17-day clock within 14 days
• 📋 Panel – Panel set 17 days after MPN

🔔 Activity Icons

❓When to Use:
Use Activity Icons to quickly identify recent updates on your Cases.

What It Does:
Icons appear next to Cases with new activity:

•    Dropper - A new Event has been added to your case
• Stopwatch - A time-entry has been added to your case
• Document - A new document has been added to your case
• Calendar - A new task has been added to your case 

🪮 Filters

❓When to Use:
Use Filters to narrow your Caseload view by specific criteria.

What It Does:
Click the Filters button to expand options:

• Practice Area
• Jurisdiction
• Client
• Client Rep
• Employer
• Venue
• Attorney

✅ Key Benefits

• Real-time visibility into all assigned Cases
• Stay on top of communications and deadlines
• Quickly identify new activity
• Customize your view with powerful filters

🚀 Stay Organized with My Caseload

Your Caseload is your daily dashboard for managing legal work. Stay informed, meet deadlines, and keep your cases moving forward, all from one screen.