{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/c3ca075ddf3245949f7c8c1b8e4cd8d2\" frameborder=\"0\" width=\"2760\" height=\"2070\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":2070,"width":2760,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":2070,"thumbnail_width":2760,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/c3ca075ddf3245949f7c8c1b8e4cd8d2-6a8e9ba1794b4d09.gif","duration":409.441,"title":"Case Plan - Overview","description":"This Loom explains Caseplan, a feature in Page for building customizable client and issue-level case plans with evidence linked to original source documents. It describes how to access Caseplan from the left bar and optionally open it in a second window for multi-monitor support. The creator covers client-level settings, including configurable client fields, drop-downs, text, tasks, and checklists, and shows an example update with a target date of 10-1-2026 and strategy notes, tasks, and checklist items. The video also highlights issue-level templates and states that Caseplan includes an inbox for tasks and supports associating evidence from many areas of the app into both client and issue plans."}