> ## 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 active expert witness cases, including documents, appointments, and notes. # 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 Cases & Records list view ## 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 | Click any case to open its detail view. ## Case detail view The case detail page is organized into tabbed sections: Case detail page with Overview, Documents, Appointments, Notes, and Invoices tabs ### 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. Documents tab with file upload and management ### 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](/doctors/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 Archiving a case does not delete any data. All documents, notes, and invoices are preserved and can still be accessed from the Archived tab. ## Next steps Create invoices for your case services Understand earnings and payouts