Case Management
Once you accept an intake request, it becomes an active case. The case management system in ExpertMD gives you a central place to organize all aspects of your expert witness engagement.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
- Archived — Cases you have archived for record-keeping
Case list view
The case list displays key information for each case:| Column | Description |
|---|---|
| Case Name | The name assigned to the case |
| Attorney | The attorney associated with the case |
| Status | Active, Completed, or Archived |
| Created Date | When the case was created |
| Last Activity | Date of the most recent update |
Case detail view
The case detail page is organized into tabbed sections:
Overview tab
The overview tab shows a summary of the case, including:- Case name and description
- Associated attorney and their contact information
- Case status and creation date
- Key dates and milestones
Documents tab
Upload, view, and manage documents related to the case:- Upload documents — Drag and drop or click to upload files (PDF, DOCX, images, etc.)
- View documents — Click any document to view it inline or download it
- Document list — See all uploaded documents with name, size, upload date, and who uploaded them
Documents containing sensitive information are encrypted using your passphrase. You must have your encryption vault unlocked to view encrypted documents.
Appointments tab
Schedule and manage appointments related to the case:- Schedule an appointment — Set date, time, duration, and location (in-person or virtual)
- View upcoming appointments — See a list of scheduled appointments
- Past appointments — Review completed appointment history
Notes tab
Add case notes for your internal reference:- Add a note — Write notes about the case, your findings, or communications
- Note history — View all notes in chronological order
- Encrypted notes — Sensitive notes are encrypted and require your passphrase to view
Invoices tab
View and create invoices for this specific case. See Invoicing for full details.Updating case status
You can update a case’s status from the case detail page:- Mark as Completed — When your engagement is finished and all invoices are settled
- Archive — Move completed cases to the archive for long-term storage
Next steps
Invoicing
Create invoices for your case services
Billing & Payouts
Understand earnings and payouts