Guides for AP Casework Manager - enquiries and clients, the intake form and private links, secure uploads, the privacy tools, and the Pro journey from an agreed plan to delivery.

Guides

• Getting Started - First run, the Casework menu, who can use it, free and Pro.
• Settings - Every setting and its default, free and Pro.
• Clients - Client records, private notes and the consent record.
• Engagements and Their Stages - Every stage, every move, the checks, and closing part-way.
• The Intake Form - Sending it, what it asks, save and finish later, and what happens when it is sent.
• Private Links and PINs - The kinds of link, PINs, expiry and revoking.
• Client Uploads and File Security - What can be uploaded, where it is kept, and checking the folder is closed.
• Privacy, GDPR and Keeping Records - Consent, the data download, anonymising, erasure requests and retention.
• The Research Plan, Quote and Sign-off (Pro) - The plan, the client's agreement, scope changes, billing and signing off the work.
• The Client Page (Pro) - What your client sees, progress updates and hours.
• The Research Log and Hours (Pro) - Recording searches, what the client sees, and hours used.
• Reports, PDFs and GEDCOM Files (Pro) - Writing reports, PDFs, uploaded files, GEDCOM rules and living people.
• Family Links (Pro) - Sharing results with relatives, and what they never see.
• Questions After Delivery, Follow-ons and Offers (Pro) - Included questions, automatic closing, follow-on work and offers.
• AI First Drafts and Your Practice Playbook (Pro) - Your playbook, what is sent, reviewing a draft and disclosure.
• The Help Button - The Support Copilot: who answers, what it sends, the Support screen.
• FAQ and Troubleshooting - Common questions and quick fixes.