About CasePortal
API Documentation
Welcome to the CasePortal Knowledge Base
Search by topic or use the categories below to find helpful tutorials
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Featured articles
5 articles
Introduction to User Roles and Permissions
How to Create and Manage Dingers
How to Create a Tracker
How to Subscribe to (and Unsubscribe from) Alerts
Introduction to Searching for Cases
Getting Started with CasePortal
4 articles
How to Create and Manage Dingers
How to Create and Manage Case Collections
How to Create a Tracker
How to Subscribe to (and Unsubscribe from) Alerts
Administration Functions
7 articles
Introduction to Firm and Office Management
Introduction to User Roles and Permissions
How to Create and Manage User Groups
Introduction to Single Sign-on (SSO) for CasePortal
How to Create and Manage Billing Reference Fields
How to Manage CNS Reports
How to Manage Custom Reports
API
3 articles
How to Generate an API key and Authentication Tokens
Downloading Documents using the API
Civil Litigation Search API
How to Search for Cases
7 articles
How to Use Operators for Advanced Searches
Civil Litigation Search Commands
Judicial Opinions Search Commands
About Exact Matching
Targeting Nature of Suit with your Search Query
Introduction to Searching for Cases
Bankruptcy Search Commands
Latest Release Information
2 articles
CasePortal Release Notes
API Release Notes
Training Videos
15 articles
How to use CasePortal (for all users)
How to Invite Users to CasePortal (for admins)
How to Add or Remove Users from Alerts
How to Create a Dinger (for regular users and admins)
How to Subscribe to / Unsubscribe from Alerts (for all users)
How to View the Send History of a Past Report and Export to Excel/PDF
How to Update a User's Permissions in CasePortal (for admins)
How to Create and Manage Case Collections in CasePortal
View all articles in “Training Videos”
