> ## Documentation Index
> Fetch the complete documentation index at: https://learn.expertmd.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Case Management

> Manage your expert witness cases, including files, deliverables, invoices, and collaborators.

# Case Management

When a medical expert accepts your intake request, a case is created on ExpertMD. The case serves as the central workspace for your engagement with the expert, containing all documents, appointments, notes, invoices, and collaborator information.

## Accessing your cases

Click **Cases & Records** in the left sidebar to view your cases list. Cases are organized by status:

* **Active** -- Cases currently in progress
* **Completed** -- Cases that have been finalized by the doctor
* **Archived** -- Cases moved to long-term storage

## Case list view

The case list displays key information:

| Column        | Description                    |
| ------------- | ------------------------------ |
| Case Name     | The name assigned to the case  |
| Doctor        | The medical expert on the case |
| Status        | Active, Completed, or Archived |
| Created Date  | When the case was created      |
| Last Activity | Date of the most recent update |

Click any case to open its detail view.

<Frame caption="Cases & Records list view for attorneys">
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/greenfieldwealthllc/images/attorneys/cases-list.png" alt="Cases & Records list view for attorneys" />
</Frame>

## Case detail tabs

<Frame caption="Case detail page with Overview, Documents, Deliverables, Invoices, Appointments, and Collaborators tabs">
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/greenfieldwealthllc/images/attorneys/case-detail-tabs.png" alt="Case detail page with Overview, Documents, Deliverables, Invoices, Appointments, and Collaborators tabs" />
</Frame>

### Overview

A summary of the case including case name, description, associated doctor, status, and key dates.

### Documents

Upload and manage files related to the case:

* **Upload files** -- Drag and drop or browse to upload medical records, legal documents, correspondence, etc.
* **View files** -- Click to view or download any uploaded document
* **File metadata** -- See who uploaded each file and when

<Info>
  Sensitive documents are encrypted with your passphrase. Make sure your encryption vault is unlocked when uploading or viewing encrypted documents.
</Info>

### Deliverables

Track deliverables requested from the medical expert:

* Expert reports
* Medical record reviews
* Deposition preparation materials
* Any other work products

You can request deliverables from the doctor, and both parties can track their status (requested, in progress, completed).

### Appointments

View and manage scheduled appointments:

* Upcoming appointments with date, time, and location
* Past appointment history
* Appointment type (deposition, consultation, IME, etc.)

### Invoices

View all invoices associated with this case. Click any invoice to see its details, download the PDF, or make a payment. See [Invoicing](/attorneys/invoicing) for more details.

### Collaborators

Manage who has access to this case from your team:

* **Add collaborators** -- Invite team members to view and work on this case
* **Remove collaborators** -- Revoke access for team members who no longer need it
* **View collaborator activity** -- See what actions collaborators have taken on the case

<Frame caption="Managing case collaborators">
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/greenfieldwealthllc/images/attorneys/case-collaborators.png" alt="Managing case collaborators" />
</Frame>

## Working with the medical expert

Communication and document sharing happens through the case workspace. Both you and the doctor can:

* Upload and download documents
* Add notes visible to both parties
* Schedule appointments
* Track deliverable status

<Tip>
  Keep all case-related communication and documents within ExpertMD. This ensures everything is encrypted, organized, and accessible to authorized collaborators.
</Tip>

## Next steps

<CardGroup cols={2}>
  <Card title="Invoicing" icon="file-invoice" href="/attorneys/invoicing">
    Understand invoices and PDF downloads
  </Card>

  <Card title="Payment" icon="credit-card" href="/attorneys/payment">
    Pay invoices and record manual payments
  </Card>
</CardGroup>