The Cases list

Cases lists every case you are on, whether you are the principal applicant or were added as a member. Under the heading, one line counts them: N cases · N active · N done. Active counts Draft and Active cases; done counts Completed and Closed.

Archived cases are not on it. An archived case is gone from the list completely, not greyed out.

Reading the list

Cases run newest first, by the date each was opened, grouped under the year. The dot beside the newest case that is still in Draft or Active is filled in.

On the row	What it is
Month and year	When the case was opened.
#	Your case number. Quote this to your representative.
Title	The case type, abbreviated (TR, PR, PNP, or JR), and the program.
Caption	The service (Full Representation, Case Review, ImmiCoach, or Self-Reported), the principal applicant, the number of applications, and the firm.
Status chip	Draft, Active, Completed, or Closed. See Case status.

Select a row to open the case.

Screenshot coming soonThe Cases list — the summary line under the heading and one row per case, grouped by year.

With no cases, the page shows No cases yet and Add your first case, with a Create New Case button. Once you have one, Create New Case sits at the top right.

Cases shared with you

If another client made you their delegate on a case, it appears in a separate Cases shared with you section below your own cases, as a summary card rather than a row. See Cases shared with you.

How a case gets created

Most of the time you do not create a case. Signing a retainer and making the first payment builds it for you — see Payments and invoices for what that screen shows.

Create New Case opens a screen with two routes:

Route	State
From a proposal	The only route that works. It carries a badge counting the agreements you can still build a case from. With none, it reads Create proposal and takes you to a new proposal instead.
Self-reported	Marked Coming soon. It is not selectable.

A proposal qualifies once it is signed, the deposit is paid, and no live case has been built from it yet.

Your profile has to be complete first

Both routes are blocked until your profile has a First name, Last name, Date of birth, and Citizenship country. The screen names the ones you are missing and links straight to your profile. This is because creating a case creates your applicant record, which needs those four.

Deleting a case

1. Open the row’s menu (More actions) and choose Delete. A dialog asks Delete Case #? and explains: This will remove Case # from your cases list, along with its applications and members. You’ll need to contact support to recover it.
2. Type the case label — Case # — into the box. Delete case stays disabled until it matches.
3. Select Delete case.

A full-screen progress screen takes over, headed Archiving your case, and works through the cleanup in order: documents and uploads, forms and questionnaire data, applications, applicant data, household members, collaborator access, and finally the case record. It ends on Case archived, with the line has been securely archived. Data may be permanently removed after 30 days unless restored, then returns you to the Cases list. Anyone you made a delegate on the case loses access.

Deleting is not reversible from your side

The case leaves your list immediately and there is no undo control anywhere in the product. Recovering it means contacting support, and the data can be removed permanently after 30 days.

When a case cannot be deleted

These conditions are checked at the moment you confirm:

• the case is still in Draft status;
• no application on it has been submitted, is in progress, or has been approved or refused;
• nothing is outstanding on its payment schedule;
• where your firm holds money in trust, none is held for this case.

If any of them fails, the screen ends on Couldn’t finish cleanup — Something went wrong while archiving this case. You can try again or contact support if this continues. It does not say which condition stopped it. Retrying will not change the answer; ask your representative in the case conversation.

Related

• Case status — what Draft, Active, Completed, Closed, and Archived mean
• Case Studio tour — what is inside a case once you open it
• Cases shared with you — cases another client made you a delegate on
• Payments and invoices — the payment that builds the case
• Service types — what the service on a case changes about it