Edit a Case
You can update a case's core properties at any time after it has been created. Changes to primary fields are saved when you submit the edit form, and inline edits on the right rail take effect immediately. Keeping case details current ensures billing, tasks, and communications route to the correct contact and staff.
Edit core properties
Open the case's full edit form to change its primary fields.
Go to Cases in the sidebar and open the case.
Click Edit Case in the top-right of the case.
Update any fields: Case Name, Contact, Practice Area, Lead Attorney, Open Date, Billing Type, or Referral Source.
Click Save.
Note: Changing the Practice Area may move the case to a different case stage board. Existing stage history is preserved.
Edit from the right rail
Update individual properties directly from the case properties sidebar without opening the full form.
Hover over Stage, Health, Lead Attorney, Subscribers, or any property in the right rail, then click the value and enter the new one. The update is saved immediately and does not require you to open the full Edit Case form. Inline editing works for any field that shows an edit icon on hover.
Tip: For quick updates (stage, health, lead attorney), click directly on the value in the right rail — no need to open the full edit form.
Related: Create a Case · Case Stages · Manage a Case