---
title: A walkthrough of a case
description: A guided tour of Case Studio from the outside in — opening a case, switching between applicants, uploading documents, filling forms, checking payments, and sharing a timeline.
product: Lexpoint — Individuals
audience: People managing their own Canadian immigration
doc_type: guide
canonical_url: https://docs.lexpoint.io/individuals/cases/walkthrough/
app_routes: https://my.lexpoint.io/app/cases
last_verified: 2026-08-28
keywords: Case Studio walkthrough, immigration case tour, how to use my case, case screens
license: Documentation © Lexpoint. Quote with attribution and a link to the canonical URL.
---
# A walkthrough of a case

This page walks the whole case screen in the order you would meet it, with a picture of each step.
If you would rather have the map than the tour, [Case Studio tour](/individuals/cases/case-studio-tour/)
describes the same screen by its parts.

Every image below is from a Lexpoint demo file. Names, emails, phone numbers, and
case details you see are sample data — not a client. Each screenshot carries a
**Demo account · sample data** plate so that is visible even if the image is
opened on its own.

## Open your case

**Cases** lists every case on your account, active and completed, with the members and applications
on each.

```media
id: walkthrough-cases-list
type: screenshot
caption: The Cases list, with each case showing its service type, members, and applications.
src: /media/individuals/cases/walkthrough-01.webp
```

Open a case to see the full file.

```media
id: walkthrough-open-case
type: screenshot
caption: Opening a case from the list.
src: /media/individuals/cases/walkthrough-02.webp
```

## See what needs you

The case opens on an overview of what is done and what is waiting on you.

```media
id: walkthrough-task-center
type: screenshot
caption: The case overview — completed work, and anything that still needs your attention.
src: /media/individuals/cases/walkthrough-03.webp
```

## Switch between the people on the case

If your case includes a spouse or children, each person has their own applications and their own
requirements. Select a member in the tree to see theirs; select yourself to come back.

```media
id: walkthrough-switch-applicant
type: screenshot
caption: Selecting a family member to see their applications, then switching back to your own.
src: /media/individuals/cases/walkthrough-04.webp
```

More on how one case carries several people: [Family members on one case](/individuals/cases/case-members/).

## Documents

**Documents** lists every requirement on the case — what has been provided, what is still open, and
what came back needing changes.

```media
id: walkthrough-documents
type: screenshot
caption: The Documents tab, showing each requirement tied to the case.
src: /media/individuals/cases/walkthrough-05.webp
```

[Uploading documents](/individuals/cases/uploading-documents/) covers the upload itself, and
[Document review statuses](/individuals/cases/review-statuses/) explains what each status means.

## Forms

**Forms** holds the IRCC forms for the case. Fields Lexpoint already knows are filled in from your
profile, so you are confirming and completing rather than starting from a blank form.

```media
id: walkthrough-forms
type: screenshot
caption: The Forms tab, with IRCC forms pre-filled from your profile.
src: /media/individuals/cases/walkthrough-07.webp
```

Detail: [Applications and IRCC forms](/individuals/cases/applications-and-forms/).

## Payments and statement

**Payments** shows what is due, what is paid, and what is next.

```media
id: walkthrough-payments
type: screenshot
caption: The Payments tab — amounts due, paid, and upcoming.
src: /media/individuals/cases/walkthrough-08.webp
```

**Statement** is the itemised record of charges and payments on the case.

```media
id: walkthrough-statement
type: screenshot
caption: The Statement, breaking down every charge and payment on the case.
src: /media/individuals/cases/walkthrough-10.webp
```

## Timeline

**Timeline** is every milestone on the case in order. Filter it to one application, or view
everything at once.

```media
id: walkthrough-timeline
type: screenshot
caption: The case timeline, listing each milestone as it happened.
src: /media/individuals/cases/walkthrough-11.webp
```

```media
id: walkthrough-timeline-filter
type: screenshot
caption: Filtering the timeline to a single application.
src: /media/individuals/cases/walkthrough-12.webp
```

```media
id: walkthrough-timeline-all
type: screenshot
caption: Viewing all activity across the case at once.
src: /media/individuals/cases/walkthrough-13.webp
```

Where processing times and an estimated completion date appear, they are shown here too.

```media
id: walkthrough-processing
type: screenshot
caption: Processing time and estimated completion, shown on the timeline.
src: /media/individuals/cases/walkthrough-14.webp
```

Full detail: [Case timeline](/individuals/cases/timeline/).

## Share a timeline

**Share link** turns your case timeline into a link you can send to family or friends. It carries
milestones and dates — no names, no documents. Preview it before you send it, and switch it off
whenever you want; that takes effect straight away.

```media
id: walkthrough-share-panel
type: screenshot
caption: The Share link panel, with the public timeline toggle.
src: /media/individuals/cases/walkthrough-15.webp
```

```media
id: walkthrough-share-generate
type: screenshot
caption: Generating the shareable link.
src: /media/individuals/cases/walkthrough-16.webp
```

```media
id: walkthrough-share-copy
type: screenshot
caption: Copying the link to send it on.
src: /media/individuals/cases/walkthrough-17.webp
```

## Your account menu

Your profile menu sits in the top right, and sign-out is there.

```media
id: walkthrough-profile-menu
type: screenshot
caption: The account menu in the top-right corner.
src: /media/individuals/cases/walkthrough-19.webp
```

```media
id: walkthrough-sign-out
type: screenshot
caption: Signing out.
src: /media/individuals/cases/walkthrough-20.webp
```

## Related

- [Case Studio tour](/individuals/cases/case-studio-tour/) — the same screen described by its parts
- [Requirements and checklists](/individuals/cases/requirements/) — how the work on a case is set out
- [Messages on a case](/individuals/cases/messages/) — reaching your representative in context