After you log in to TrialKit, the main page will default to My Cases. For firm admins, there will be two other menu options available: Case Admin and User Admin. Only firm admins will see these options. All other roles will see only My Cases. You can navigate between these menus on the left panel of the main page.
See below for details on each section:
My Cases
This menu shows all cases that you have created as an owner or have been added to as a teammate. The cases are displayed in a table view and can be sorted by any of the column headers:
Double-Click any of the case names listed in this view to enter into that case.
Case Admin (admins only)
This menu shows all cases created within your firm on TrialKit including those that you may not have created as an owner or been added to as a teammate. In this view, firm admins can view Active and Archived cases. To view archived cases, simply select the option to "Show Archived" at the top.
In the column headers, the total storage for each case is also displayed. Firm admins can use this view to calculate how much storage is being used in their active cases.
User Admin (admins only)
This menu shows all users who have been invited to your firm on TrialKit. This is where admins can invite other users to the firm. This is done through the + Invite User button on the right:
To learn how to invite new users to join your firm on TrialKit see this article:
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