| Login & Authentication |
Username/password, 2FA (authenticator app), SAML2 SSO, Active Directory SSO, Mixed Mode |
Log in, change temp password, set up 2FA |
| Terms & Conditions |
Mandatory acceptance on first login if configured |
Accept T&C before accessing platform |
| Site Home Page |
First page after login: tabs, case list, My Cases view, links, help |
Orient to the platform landing page |
| Case List |
Searchable, sortable, filterable list of cases; pin to top; column chooser; download to Excel |
Find and access cases |
| My Cases View |
Last 25 recently accessed + pinned cases; search across all accessible cases |
Quick access to active workload |
| Case Home Page |
Tabs toolbar, workspaces menu, search bar, views menu, filters panel, layout panel, actions menu |
Navigate within a case |
| Tabs |
Highest-level navigation; Import, Export, Manage are standard; custom tabs for workflows (Prepare, Analysis, Review) |
Switch between workflow stages |
| Workspaces |
Configurable containers with views + filters + layouts; workspace filters; save arrangements |
Tailor the interface for specific tasks |
| Views |
Dozens of view types (Analyse, Prepare, Review, Report); add/remove/resize; open in new windows; multi-monitor |
Display data in meaningful ways |
| Filters Panel |
Collapsible panel ([ shortcut); add/remove/reorder filter fields; AND/OR toggle |
Narrow down records visually |
| Layout Panel |
Coding section + Related Records; expand/collapse (] shortcut) |
Review and code individual records |
| User Profile Settings |
Display size (Condensed/Medium/Expanded), alternate row shading, auto-run search, floating windows |
Personalize the experience |
| Case Profile Settings |
Auto-run search, unsaved changes behavior, auto-save markup, auto-save delay |
Case-specific preferences |
| Keyboard Shortcuts |
18 shortcuts across Filters, Layout, Grid, Viewer, Markup contexts |
Power-user efficiency |
| Share via Email |
Email hyperlink of current interface selection to case users/participants |
Collaborate with team members |
| Notifications |
Bell icon with completion status; chronological list; Do Not Disturb toggle |
Track task/action progress |
| About Dialog |
Case summary, disclosure dates, attorneys, participants, case fields; print to PDF |
Understand case context at a glance |
| Help & Links |
Online help; admin-configured external links |
Self-service support |