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Getting Started

Follow these easy steps to begin your seamless case management journey. Let’s get started!

Add a Case

Initiate new cases with ease. Enter case details, upload documents, and select services quickly.

Dashboard

Your hub for case management. Track review reports, monitor invoices, and manage case details efficiently.

Cases

Monitor review and retrieval services, check statuses, and access completed cases instantly.

Drive

Manage case files: personal docs, review uploads, file requests, archive or trash with ease.

Messages

Unified messaging for case queries, billing discussions, and tech troubleshooting.

Reports

Detailed case and billing reports for better organization and enhanced awareness.

Teams

Easily add and manage case and billing managers with specific access permissions.

Billing

Effortlessly manage your billing: View, sort, filter, and customize invoices and estimates in Case Drive.

Contracts

Contract handling made easy: view, sign, and share seamlessly in CaseDrive effortlessly.

My Account

Customize your experience to streamline your workflow and improve case management efficiency.

Settings

Customize your CaseDrive experience to boost productivity, manage alerts, and streamline tasks.