🧭 Casefriend Menu Bar Overview

The Casefriend Header is always visible and provides quick access to essential features across the platform. From managing your profile and documents to tracking billing and calendar events, the Header is your command center for navigating Casefriend efficiently.

🛠️ Tool Summary: Casefriend Header

The Casefriend Header is your navigation hub. It helps you:

✅ Access personal tools and settings

✅ Search across cases, documents, and contacts

✅ Stay on top of calendar events and alerts

✅ Manage firm-wide features and reports

👤 My Profile Menu

❓When to Use:
Use the My Profile Menu to access your personal dashboard, manage documents, track time, and view billing and support tools.

What It Does:
Click your name or profile image to open a menu with personalized tools:

• My Intake Log – View pending and completed Automated Intake jobs
• My New Documents – Your document inbox
• My Timesheets – Track and enter time
• My Billing Portal – See how your time is allocated (deprecated)
• My Pre-Bills – Approve time entries for invoicing
• My Tasks – View assigned tasks
• My Payments – Track client payments
• My Settings – Customize your Casefriend experience
• My Login History – Monitor access and block unfamiliar IPs
• My Support – Access help resources
• What's New – View release notes

🔍 Search

❓When to Use:
Use Search to quickly locate cases, documents, or contacts across your firm.

What It Does:
Type in Casefriend ID, case names, numbers, claim numbers, or other keywords to instantly see matching results.

📅 Firm & Personal Calendar

❓When to Use:
Use the calendar to view upcoming Hearings, Depositions, and Medical Events.

What It Does:
Access both firm-wide and personal calendars to stay on top of critical deadlines and appointments.

🔔 Alerts

❓When to Use:
Use Alerts to stay informed about case updates, tasks, and notifications.

What It Does:
Click the bell icon to open your Alerts panel and review recent activity.

📁 Menus

❓When to Use:
Use the Menu Bar to access core Casefriend features for managing cases, billing, reports, and more.

What It Does:
The Menu Bar includes:

• Intake, Upload & Cases – Intake File Referrals, Create cases in Bulk upload documents & emails
• Billing – Manage invoices (admin only)
• Reports – Review firm performance
• Contacts – Access co-counsel, judges, doctors, etc.
• Tools – Customize firm content (admin only)
• Settings – Personalize your Casefriend experience

✅ Key Benefits

• Always-visible navigation for fast access
• Personalized tools for each user
• Integrated search, calendar, and alerts
• Centralized control over case and firm management

🚀 Navigate Casefriend with Confidence

The Menu Bar keeps everything you need just one click away, so you can spend less time searching and more time getting things done.