video1.0<iframe src="https://www.loom.com/embed/50bb6f02091e43229e8009afdc215761" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/50bb6f02091e43229e8009afdc215761-0203366b433ff4d8.gif300.019In this tutorial, I guide you through adding new cases and clients to your case plan. I demonstrate how to search for specific cases, view important details, and manage parties and roles within the system. I show you how to edit case information, create parties, assign roles, and manage clients effectively. No action is requested from viewers in this tutorial.