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
Introduction to Single Sign-on (SSO) for CasePortal
How to Create a Tracker
How to Subscribe to (and Unsubscribe from) Alerts
Getting Started with CasePortal
5 articles
How to Subscribe to Dingers and Reports
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
8 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 Generate a Billing Report
How to Manage Custom Reports
API
2 articles
How to Generate an API key and Authentication Tokens
Downloading Documents using the API
How to Search for Cases
5 articles
Advanced Search Query Basics for All Libraries
Advanced Civil Litigation Search
Advanced Judicial Opinions Search
About Exact Matching
Targeting Nature of Suit with your Search Query
Latest Release Information
2 articles
CasePortal Release Notes
API Release Notes
Training Videos
2 articles
How to use CasePortal (for all users)
How to view invoices and supplemental billing reports (for admins)
