Help

Use this help center to resolve common CaseWizard questions, troubleshoot access problems, and find the right support contact.

Find an answer

FAQ

Frequent questions about accounts, billing, cases, documents, and integrations.

Troubleshooting

Work through common sign-in, email, case, and document access problems.

Contact support

Learn what to include when you contact the CaseWizard support team.

Start with the issue you have

For questions about accounts, sign-in methods, cases, documents, or integrations, open the FAQ.

If something is not working, follow the Troubleshooting steps before contacting support.

If you still need help, use Contact support and include your firm name, sign-in email, and a short description of the issue.

Quick links

Sign in for password, passkey, and magic link options
Getting started to orient yourself in CaseWizard
What's new for recent staging release notes
API and MCP for developers for integration and automation questions
API reference for the interactive REST API documentation

This documentation tracks the staging environment. Production help resources may differ when your firm moves to production.

When to ask your firm administrator

Your firm administrator manages account provisioning, user access, case assignments, integration setup, and billing configuration. Contact the administrator when you cannot see a matter, need access changed, or need help with a firm-level setting.

Protect confidential information

CaseWizard may contain client and matter information. When you contact support, share only the information needed to explain the problem. Redact client confidential information from screenshots before sending them.