About Casework

You can access and modify constituent casework history and correspondence with federal agencies with ease. View an entire correspondence history, agency and constituent contact information, and your own case notes all in the same place.

1. Find your cases.

2. Start a new case.

3. Add notes, letters, and emails to a case.

4. Add or edit people on a case.

5. Create a new form letter (that will be reused).

6. Edit a form letter.

7. Learn about workflow templates.

If you have any questions, please don't hesitate to jump into our support chat room (or by clicking the "Get Help" button in Fireside)!