--- title: CaseSolo User Documentation description: End-user help, onboarding, workflows, FAQ, and troubleshooting for CaseSolo. ---

CaseSolo User Documentation

End-user help documentation. This content powers the in-app support/help section.

New here? Start with the Quick Start Guide, then work end to end with Core Workflows. Quick answers live in the FAQ; fixes live in the Troubleshooting Guide.

Daily product (2026-08-30): Home is five settlement rooms (intake, medical truth, cited demand, negotiation, fail-closed IOLTA). The case file uses ten lanes. Public website copy is catching up via task-0731 — see planning/HANDOFF_2026-08-30.md.

Launch Status Catalog

• Feature Status Catalog — Current labels for validated,

implemented-needs-smoke, preview, blocked, planned, aspirational, and historical features.

Current Support Docs

Getting Started

• Quick Start Guide
• Pilot Quick Start
• Account Setup, Onboarding, and Invitations
• Navigating CaseSolo — Sidebar, section flyouts, inner rail, collapsing the sidebar, dashboard analytics menu, and ⌘K search

Case Management

• Find case tools by task — locally verified; production release pending.
• Creating a Case
• Case Workflow & Statuses
• Managing Parties and the Case Timeline

Contacts & Clients

• Contact Directory
• Client Portal Overview

Documents

• Uploading Documents
• Document Templates and Electronic Signatures

Tasks & Workflows

• Task Management
• Workflow Versioning
• Workflow Automation

AI Features

• AI Agents Overview

Billing & Subscription

• Plans & Pricing
• Legal Payment Links
• Trust Accounting
• Subscriptions and AI Credits

Settings & Administration

• User Roles & Permissions
• Security Settings
• Integrations and Security
• Compliance Pack
• Webhooks
• Integration Reliability Center
• God Mode Runtime Health
• Developer Portal
• Automation Connectors
• Twilio Messaging
• Calendar Sync
• Workspace Sync
• E-Signature Integrations
• QuickBooks Online
• Court E-Filing
• Office Add-In

Core Workflows

• Core Workflows — Beginner end-to-end path through the five settlement rooms

FAQ

• Frequently Asked Questions

Troubleshooting

• Troubleshooting Guide — Step-by-step fixes
• Stale Version and Browser Cache Refresh
• Common Issues and FAQ

Launch Support Coverage

The user docs now cover account setup, onboarding, invitations, navigation (sidebar, flyouts, inner rail, collapsible sidebar, ⌘K search), managing parties, case timeline, document templates, signatures, workflows, subscriptions, AI credits, integrations, security, stale-version handling, browser cache refresh, common issues, and FAQ.

Launch Readiness Note

CaseSolo is still in launch-hardening. User-facing docs should describe only validated behavior or clearly labeled preview behavior. Any feature that has not passed the manual QA matrix in planning/QA-Testing.md or been labeled in the Feature Status Catalog should not be marketed as fully production-ready.