C.A.S.E.Open portal →
Training

How-to videos

Start with the complete guided overview, then use the focused lessons whenever you need to review one task. Examples marked “Sample” are there for practice and can be removed anytime.

Complete training • 6:56

Website & secure portal overview

A detailed, professionally narrated tour of the public website, confidential client intake, administrator tools, officer workflows, and client visibility.

01 Public website & consultation02 Secure sign-in & access03 Inquiries & dispatch04 Scheduling, hours & incidents05 Invoices, sites & team06 Client and officer experience
Focused lessons

Step-by-step task guides

  1. 01On the homepage, tap Client Portal at the top.
  2. 02Enter your email and password, then tap Sign in.
  3. 03New staff or clients tap “New client? Request access” to create an account, then confirm the email they receive.
  4. 04When you're done, tap Sign out at the top right of the portal.