Update Case Index Information

Updating the Case Index Information can be done from any tab in the case.

• Navigate to the Edit Case Index pop-up window. To do this, click 'i' on your keyboard or click on the dark green dropdown arrow next to the case status bar on the top right of the page.
• Select Edit Case Index from the dropdown menu.

• The Edit Case Index pop-up window will appear.
• Add in the case index information you would like to update.
• Click Save.

• The case index information has been updated.

NOTE: There is some case index information, such as the Date of Incident, Date of Intake, Date Retained, and case status, that can only be edited by a firm administrator or someone with permission to edit. If you need permission to edit the case index, ask your firm administrator to grant you permission to do so.