QuickStart > CM Overview > Welcome

Welcome to Caseload Manager

Caseload Manager gives you the ability to manage your Cases, Contacts, and Calendar. 

There are three steps to begin using Caseload Manager:

1) Introduction: An overview of the 5 Caseload Manager Hubs

2) Configuration: Configuring your system, personalizing your fields, adding in new fields

3) Optimization: Fine-tuning your system, begin adding cases, running reports


Important links for getting started:

Caseload Manager