Use CaseMgmt on a phone or tablet
CaseMgmt works in the web browser on your phone or tablet; there is nothing to install.
Last updated October 22, 2026
Who can do this: Everyone on your team
Steps
- Open your phone's web browser, go to casemgmt.io/login and sign in.
- Tap the menu icon at the top left to open the sidebar. Tap a page to go there; the sidebar closes by itself.
- On a phone, lists such as Users, Referrals, Cases and Billing show each row as a card you can scroll.
- Need bigger text? Open the sidebar and use Font Size at the bottom. It's remembered on that device.
Tips
- The 30-minute idle sign-out also applies on phones. On a shared device, use Sign Out under your name when you're done.
- Your account is signed in on one device at a time, so signing in on your phone signs you out on your computer.