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CaseBright User Manual

CaseBright is a case management platform for immigration law firms and legal teams. It keeps leads, clients, cases, documents, deadlines, billing and client communication in one place, and adds AI tools that work on your own case files. This manual walks through every part of the application.

How to use this manual​

The chapters are grouped the way the work usually flows. If you are setting up CaseBright for your firm, read them in this order:

  1. Setup: Admin Settings and Org Settings. Configure sign-in, security, custom fields and integrations, then add your team, departments and roles.
  2. Processes: Workflows, Templates, Forms and Government Forms. Define the steps every case type goes through and the documents and forms it uses.
  3. Daily work: Leads, Clients, Cases, Documents, Tasks & To-dos, Follow Ups, Calendar and Events & Hearings.
  4. AI: AI Assistant and AI Workflows.
  5. Billing and support: Invoices & Fees, Time Logs and Tickets.
  6. Tools: Dashboard, Contacts, Lists, Filters and Saved Views and Search, Notifications & Profile.
  7. Your clients' side: Client Portal.

If you are joining a firm that already uses CaseBright, go straight to the chapter you need.

Who can do what​

Access is controlled by permissions. An administrator gives your account a role, and the role decides which menu items you see and which actions you can take. Chapters mark the permission a feature needs like this:

Permission required: case.read

If a menu item or button described here is missing for you, your role probably does not include that permission. Ask your administrator.

What you can see also depends on your department and your assignments. For example, you may only see the cases you are assigned to or that belong to your department. See Org Settings for how this is set up.

Language​

CaseBright is available in English, Turkish, Spanish and Russian. To change the interface language, open the account menu at the bottom of the sidebar or go to your profile. The setting is saved to your account, so it follows you to other devices.

This manual is available in English and Turkish. Use the language menu in the top right corner to switch.

Getting help​

  • Use Report a bug in the sidebar to open a support ticket when something is not working. This needs the ticket.create permission.
  • Use the search box at the top of this site to find a topic quickly.