Case Overview

The Case Overview page is the main working area for a case. It gives users a high-level summary of the case, access to all case documents, validation results, and a right-side activity sidebar for collaboration, AI help, request forms, tasks, logs, and settings.

This page is organized into two parts:

• The main case content area with the Overview and Validation tabs
• The right-side Activity Sidebar with Copilot, Ask AI, Request Forms, Tasks, Activity Log, and Settings

Depending on your workspace settings, some sidebar tabs may be hidden.