Docs

• How to Bulk Import Cases

• Adding a client and Associating it to an existing case

1. Go to Client Portal - https://casebench.in/case -
2. Enter mobile number and click on "Get OTP" button. A OTP will be received on mobile.
3. Enter the OTP in "Verification Code (OTP) field
4. Click on "View Cases" button.

• Adding Fees and Generating Invoice

• How to Assign a Case to Associates and Team Members

• How to Filter Cases assigned to a particular Advocate / Team Member

• How to View Case History, Orders, Notes & Upload Documents