Managing Cases

👥 Multiple Clients Per Case

A case can have more than one client linked to it:

Role	Description
Primary Client	The main client for the case
Additional Clients	Other people involved

Adding Multiple Clients

1. Open the case
2. Go to the Clients section
3. Click Add Client
4. Search for someone who already exists or create a new client
5. Pick who the primary client is if needed

👀 Viewing and Managing Cases

Case List

The main Cases page shows all your cases. Here's what you can do:

Action	Description
Search	Find cases by name, client, or other info 🔍
Filter	Show only cases that match what you're looking for
Sort	Put cases in order by date, name, status, etc.
Export	Download case data to a spreadsheet 📥
Column Customization	Choose which info shows up in the list

🔍 Advanced Filters

You can filter cases by lots of things:

• Case type
• Status
• Date created
• Date modified
• Custom field values
• Client info
• Client opt-out status (Call, SMS, Email)
• Has or is missing documents
• UTM parameters

🚫 Opt-Out Filter

The opt-out filter helps you find cases where a client has asked not to be contacted through certain channels:

Channel	What it matches
Call	Client opted out of voice calls, or opted out of calls for this case type
SMS	Client's main phone number is opted out of texts
Email	Client's main email is opted out

You can pick one or more channels at the same time. Cases matching any of the ones you picked will show up.

TIP

Use the opt-out filter before sending bulk messages to quickly spot cases that can't be reached through a certain channel! 💡

Client Notification Toggle for Status Updates

When updating case status (single or bulk), you can choose whether to notify clients about the change. A toggle in the status update modal lets you include or exclude client notifications per action.

When notifications are enabled, clients receive updates through multiple channels:

• Push notifications — In-app notifications for clients using the mobile app
• SMS messages — Text messages with the case name and new status
• Email — Email notifications with the case name and new status

All active clients on the case will receive these notifications when status updates occur.

📋 Case Detail View

Click on any case to open it up and see:

Tab	What's Inside
Overview	Case summary and key info
Communications	All calls, texts, and emails 💬
Tasks	To-dos and form completions ✅
Notes	Internal notes from your team 📝
Documents	Attached files (see Documents below) 📄
Activity	Full history of everything that happened

⚡ Bulk Actions

Need to update a bunch of cases at once? Kayse AI has you covered!

Action	Description
Change status	Update the status of many cases at once
Send messages	Text or email clients on multiple cases 💬
Add to list	Put cases on a list for campaigns
Update field	Change a custom field across cases
Export	Download the selected cases 📥

Using Bulk Actions

1. Go to the Cases page
2. Check the boxes next to the cases you want to update ☑️
3. Click the Bulk Actions button
4. Pick what you want to do
5. Confirm and apply!

📋 Cloning Cases

If you need to create a case that's similar to one you already have:

1. Open the case you want to copy
2. Click the three-dot menu (⋮)
3. Select Clone Case
4. Change any details you need
5. Save the new case — done! ✅