--- title: Case Studio tour description: The layout of a Lexpoint case — the context bar, the case tree, the application workflow steps, and where to find anything on your file. product: Lexpoint — Individuals audience: People managing their own Canadian immigration doc_type: guide canonical_url: https://docs.lexpoint.io/individuals/cases/case-studio-tour/ app_routes: https://my.lexpoint.io/app/cases, https://my.lexpoint.io/app/cases/[case] requires: A signed retainer, which is what opens a case last_verified: 2026-09-03 keywords: Case Studio, case navigation, case tree, case overview, Lexpoint case license: Documentation © Lexpoint. Quote with attribution and a link to the canonical URL. --- # Case Studio tour A case is one screen with a fixed shape: a **context bar** across the top, a **case tree** down the left, and the work in the middle. Everything on your file is reachable from the tree, and the tree does not change as you move around. Open a case from [**Cases**](https://my.lexpoint.io/app/cases). ```media id: cases-studio-overview type: screenshot caption: A case open on the Summary tab, showing the context bar, the case tree, and the case status panel. shot: /app/cases/[case]?tab=overview — a case with two members and at least one application each. Demo account, light mode, 1440×900. Redact the principal name in the context bar, the member names in the tree, and the Principal Applicant and team names in the case information card. src: /media/individuals/cases-studio-overview.webp ``` ## The context bar The strip at the top names the case and its state. It reads, in order: | Segment | What it is | |---|---| | Name | The principal applicant on the case. | | **Case #** | Your case number. Quote this to your representative. | | **PR** / **TR** / **PNP** / **JR** | The case type, abbreviated. | | **Due ** | The internal servicing date your representative is working to. Plain more than a week out, amber within seven days or on the day itself, red once past on an Active case. | | Priority and status chips | On the right. **Normal** or **Urgent**, then the case status. See [Case status](/individuals/cases/case-status/). | Selecting the bar returns you to the case overview from anywhere in the case. ## The case tree The tree has three zones. ### Case overview At the top, with a progress bar underneath reading **X% overall** — the average across every member's applications. ### Applicant One row per person on the case, principal first, then spouse or common-law partner, then dependent children. Your own row is labelled **You**. Each row carries the person's program and their own progress percentage. Selecting a row switches the whole workflow below to that person's application, keeping whichever step you were on. A member who has no application yet cannot be selected: the row shows a hollow circle, a dash where the program would be, and 0%. **Add application** appears directly under it. **Add member** sits under the list. On a case whose family composition is fixed by the proposal it is disabled, with the explanation: *This case is limited to the family members listed on the proposal. Contact your representative if you need to change the family composition.* ### Application The four steps for the selected person's application, each with a glyph showing where it stands. See [Document review statuses](/individuals/cases/review-statuses/) for what each glyph means. | Step | What is there | |---|---| | **Overview** | Program, location, applicant, case number, and the date the application was created. | | **Documents** | The upload checklist. | | **Forms** | The application forms Lexpoint fills for you. | | **Mapping** | Which document fills which IRCC submission slot. | A pair of links at the bottom of each step walks you through them in order — Overview → Documents → Forms → Mapping. The forward link always reads **Continue →**; the back link names where it goes: **← Back to case**, **← Back to overview**, **← Back to documents**, **← Back to forms**. ### Case Below that sit the case-wide tools. | Tool | What it opens | |---|---| | **Agreement** | Your signed service agreement, in a new tab. | | **Payments** | The payment schedule for the case. See [Payments and invoices](/individuals/proposals/payments-and-invoices/). | | **Statement** | Statements and fee receipts for the case. Until your representative shares one it reads *Statement not available yet*, with a link to the payment schedule. | | **Packages** | Case-level finalization. See [Finalization](/individuals/cases/finalization/). | | **Timeline** | Every event on the case, in order. See [Case timeline](/individuals/cases/timeline/). | Which of these appear depends on the case. A self-reported case — one where you are tracking an application rather than being represented on it — has no Payments, Statement, or Packages. **Team** and **Audit** are staff tools and never appear on your side. :::note[On a phone or tablet] The tree collapses. The menu button at the top left of the case opens it as a drawer titled **Case navigation**. ::: ## The case overview The case overview itself has three tabs: **Summary**, **Members**, and **Applications**. **Summary** leads with a status panel — four tiles covering **Documents**, **Forms**, **Case action**, and **Payment**. Each is green when clear and amber or red when something is open, and each tile links to the place the work is. When nothing is outstanding the panel reads *You're all caught up*. Where a case has more than one person with open work, chips above the tiles let you filter to one of them. Under it, a **Case Information** card lists **Principal Applicant**, **Case Type**, **Organization**, and **Created**. Beside it, **Your team at the firm** names your **Case manager** and **Lead counsel**, or reads **Unassigned** where the firm has not named one yet. Those assignments belong to the firm — hovering a row says *Only your representative firm can update assignments.* **Members** and **Applications** list the people and applications on the case. See [Family members on one case](/individuals/cases/case-members/). ## Finding something quickly | You want | Go to | |---|---| | What is outstanding right now | Case overview → **Summary** → the status tiles | | A specific document | Pick the person in the tree → **Documents** | | An IRCC form | Pick the person in the tree → **Forms** | | What happened and when | **Timeline** | | The final submission package | **Packages** | | The fee schedule | **Payments** | | Your signed agreement | **Agreement** | | To ask a question | The conversation panel, available on every screen in a case | ## Related - [Case status](/individuals/cases/case-status/) — what the status and priority chips on the context bar mean - [The Cases list](/individuals/cases/managing-your-cases/) — the screen you opened the case from - [Requirements and checklists](/individuals/cases/requirements/) — the work that lives inside an application - [Case timeline](/individuals/cases/timeline/) — what has happened on the case - [Family members on one case](/individuals/cases/case-members/) — how multiple people share one case - [Messages on a case](/individuals/cases/messages/) — talking to your representative in context ## Frequently asked questions ### Why does the left tree say "You" instead of my name? On your own case the principal applicant is labelled "You". Other members are shown by name. ### What is the percentage next to each person? Progress across that person's applications, averaged over their documents, forms, and package mapping. It is a completeness measure, not a prediction about the outcome. ### I cannot find Timeline or Packages on my phone. On narrow screens the case tree collapses. Use the menu button at the top left of the case to open Case navigation.