Getting Started with Casefriend

🛠️ Onboarding Steps

🔐 Set Your Password

❓Why do this?
To secure your account and access Casefriend safely.

What to Do:
Follow the password setup instructions provided in your welcome email or login screen.

📘 View Password Setup Guide

📧 Connect Your Email

❓Why do this?
To send, receive, and link emails directly into Cases and Events.

What to Do:
Connect your work email through Casefriend’s email integration settings.

📘 View Email Connection Guide

📅 Connect Your Calendar

❓Why do this?
To sync Hearings, Depositions, and Medical Events with your personal or firm calendar.

What to Do:
Link your calendar (e.g., Outlook or Google Calendar) in Casefriend’s settings.

📘 View Calendar Sync Guide

🧑 Set Your Profile Picture

❓Why do this?
To personalize your account and help colleagues recognize you in shared views.

What to Do:
Upload a photo from your profile menu.

📘 View Profile Setup Guide

🖥️ Set Your Screen Resolution

❓Why do this?
To ensure Casefriend displays correctly and all features are visible.

What to Do:
Adjust your screen resolution to 1280 × 1024 or higher.

📘 View Screen Resolution Guide

🌐 Choose the Right Browser

❓Why do this?
To ensure compatibility and performance—especially when working with documents.

What to Do:
Use a modern browser like Microsoft Edge, Chrome, Brave, or Firefox. Edge is preferred for M365 integration.

📘 View Browser Recommendations

🖥️ Use Full-Screen Mode

❓Why do this?
To maximize your workspace and reduce distractions.

What to Do:
Use your browser’s full-screen option or press F11 (Windows) / Control + Command + F (Mac).

📘 View Full-Screen Mode Guide

⌨️ Learn Keyboard Shortcuts

❓Why do this?
To navigate Casefriend faster and reduce clicks.

What to Do:
Use shortcuts across Caseload, Timeline, and Events for quick actions.

📘 View Keyboard Shortcuts Guide

Ready to Work Smarter?

Complete these steps and you’ll be fully equipped to start managing cases efficiently in Casefriend.