How To Tutorials

How To – Tutorials2019-02-27T02:53:31+00:00

Learning Legal Case Management Your Way

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1. Scanning Files to Add To Your Case

Less Than 30 Minutes Expected Learning Time

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SCANNING FILES (from your cell phone) FOR YOUR CASE

Scanner recommendations for your cell phone:

While GoToCase doesn’t have our own scanning app yet, we do have a few to recommend to you so you can get your documents uploaded into your new GoToCase app.

Help Tips:

DO YOU LIKE HANDWRITING? THAT’S OK!

We also recommend scanning any hand written notes you may have, and uploading/attaching those to your case files, so you can access them from the GoToCase app.

2. How To Add Files To Your Case – Getting Started

Less Than 10 Minutes Expected Learning Time

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UPLOADING FILES & DOCUMENTS TO EXISTING CASE

Put in GoToCase.com into Your Browser > Click the Login Button Upper Right > Put in Username and Password > Click Login > Click on Case Management Home in Left Navigation Menu > To Choose the Client, Click on Client Name Anywhere on the Client’s Row > Click on Attachments in Left Navigation > Click on Insert File Upper Middle/Right of Screen > Fill out the Name of the Document >  Fill out the Date of the Document > Document Date > Fill out the Type (This is a Drop Down with choices) > Document Number > Find Document On Your Hard Drive > Drag and Drop or click the Insert Button in upper middle right of screen> Click Save or Save and Re-Insert to Add More Files.

Help Tips:

WHY ADD A NUMBER DOCUMENTS WHEN UPLOADING?

To place the documents in the order you’d like to see them, fill in number field GoToCase.

SAMPLE:

  1. Investigation Notes
  2. Medical Records
  3. Discovery
  4. Filing Court Documents (Law Suit)
  5. Mediation Documents
  6. Trial Documents
  7. Appeal

3. How To Intake Your New Case – Add Value To Your Case

Less Than 5 Minutes Expected Learning Time

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HOW TO BEGIN A NEW CLIENT INTAKE – FILL OUT AS MUCH AS POSSIBLE

Put in GoToCase.com into Your Browser > Click the Login Button Upper Right > Put in Username and Password > Click Login > Click on Case Management Home in Left Navigation Menu > Click on the “Insert” button at Top of Screen > Answer as Many Questions as Possible > Open Valuation Areas Click Plus Signs > Click Save or Save Re-Insert (if You Have More Intake) At the Bottom of the Page

4. How To Use Cloud Tasks or Case Notes – to Get Organized

Less Than 5 Minutes Expected Learning Time

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HOW TO SCHEDULES YOUR TASKS and CASE NOTES

Put in GoToCase.com into Your Browser > Click the Login Button Upper Right > Put in Username and Password > Click Login > Click on Case Management Home in Left Navigation Menu > Click on Small Box Left of Client’s Name to Add Check Mark (don’t open the client) See Grey Highlight On Client File > Click on Quick Event Button at the Bottom of Client Grid this will take you to Case Notes > Fill out All of the Form > Save the Record or Save and Re-Insert to Add More

5. How To Use AutoPopulating Forms – Make Work Easy!

Less Than 10 Minutes Expected Learning Time

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AUTO-POPULATED FORMS – WORKING AND UPLOADING

Put in GoToCase.com into Your Browser > Click the Login Button Upper Right > Put in Username and Password > Click Login > Click on Case Management Home in Left Navigation Menu > Go to Case Management Home look for your Client > Click Anywhere on That Row to Open your Client > Go to Left Side Navigation BarClick On Form Letters (under the Client’s Name) This Shows Current Self Filling Form Letters > Click on Form You Want  > Automatically Opens in MS Word, (if it does not open, look at the bottom of the Browser) > Save to Your Hard Drive > Click on the downloaded MS Word Document > Edit in Word > Save on Your Hard Drive > Upload To GoToCase Go to  Attachments in Left Navigation Bar. 

6. How To Add New Users to Enjoy Practice Growth

Less Than 10 Minutes Expected Learning Time

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ADDING NEW USERS TO THE SYSTEM
NOTE: You must be an “Administrator” in order to put in new Users.

Put in GoToCase.com into Your Browser > Click the Login Button Upper Right > Put in Username and Password > Click Login > Click on Case Management Home in Left Navigation Menu > In Main Navigation on Left Side Go to Administration / Users  > Click on the Insert Button, enter the Username usually First Initial and Last Name, enter the Users Name and Phone Number and Email and All Other info > Click Save or Save and Re-Insert and Ok >An Email with a Temporary Password comes to New User with Instructions How to Change Password

Or you can send an email to “support@gotocase.com” and we will enter the new user for you. Please provide us with the users name, phone number, email and user level.

7. How To Email or Text in GoToCase to Speed Processes

Less Than 5 Minutes Expected Learning Time

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Read How To:

EMAIL OR TEXT YOUR CLIENT FROM GOTOCASE
Put in GoToCase.com into Your Browser > Click the Login Button Upper Right > Put in Username and Password > Click Login > Click on Case Management Home in Left Navigation Menu > Click Checkbox on Left of Client Name to Highlight Client in Grey > Scroll Down and Click Email Icon and it Will Pull Up The Email Provider Preferred on That Computer > Click on Text Icon at Bottom of Page to Text Client

Help Tips:

CHANGING YOUR PREFERRED EMAIL ON MAC or PC
Frequent changes with your computer and applications means that we respectfully suggest Googling the question “How to Change Preferred Email” with a current date. That being said, we hope this helps:

How to Make Gmail Default Email in Chrome – link to article

Open Chrome and navigate to “Settings.”
Click “Content settings” under “Privacy and security.”
Select “Handlers” and switch on the Ask protocol.
Open Gmail in Chrome and click the Protocol Handler icon.
Allow Gmail to open all email links.

Microsoft: Change your default email app – link to article

To change the default e-mail client:-
1] Log on as Administrator
2] Open Internet Explorer, click the Tools menu, select Internet Options. Click Programs tab and select your email client from the drop-down list. Once selected, click OK/Apply button.

Apple: Change your default email app –  link to article
Open Mail. Choose Preferences from the Mail menu, then click General. Or, if you’re prompted to set up an email account, add your account, then choose Preferences from the Mail menu.* Choose your email app from the ”Default email reader” pop-up menu.