Manage Cases
Cases are where you organize a client’s work in Superinsight — documents, reports, contacts, and sharing all live here.
Watch this short overview, then pick the task you need below.
Choose a task
| I want to… | Go here |
|---|---|
| Create a new case | Create a case |
| Find or open a case | Find and open a case |
| Share a case with someone | Share a case |
| Delete a case | Delete a case |
| Update contact information | Update contact info |
| Connect to my case system | Case integration |
Related guides
Once your case is set up, you may also need:
- Organize my files — upload and manage documents
- Manage my reports — build and download reports
Next steps
New here? Start with Create a case, then follow the Quickstart Guide.