From here, you can create or import cases and manage how your case list is organized.

There are four ways to bring a case into ProPlaintiff:

The fastest way to create a case is to simply ask Tiff.

For example:

“Create me a new case for John V Smith.”

Tiff will create the case and confirm when it is ready.

Depending on the information you provide, Tiff may ask clarifying questions or suggest next steps, such as adding incident, insurance, or contact information, setting deadlines, or uploading initial records.

Alternatively, once Tiff creates the case, you can navigate to Cases, locate and open the new case. Opening the case will take you to the Case Overview, where you can continue adding and managing case information.

Tip: You don't need to provide every case detail in your initial request. Start with the information you have, and Tiff can help you continue building the case from there.

You can also create a case using the traditional workflow from the Cases page.

Once created, the new matter will appear in your Cases list.

ProPlaintiff V2, also known as ProPlaintiff Classic, was phased out on August 31, 2026.

If you still have cases in V2 that need to be moved into the current version of ProPlaintiff, you can import them directly from the Cases page.

To import cases from V2:

This allows you to bring your existing V2 cases into the current version of ProPlaintiff without recreating them manually.

If your firm is migrating to ProPlaintiff from another practice management platform, you can connect a supported provider and import data into ProPlaintiff.

Currently available Data Migration providers include:

The information available for migration varies by provider.

The Cases page provides a centralized view of your matters and tools for controlling how they are organized and displayed.

At the top of the page, you can quickly switch between:

This gives you a quick way to narrow the case list based on the current state of the matter.

Cases can be grouped together to make larger case lists easier to navigate.

For example, when the view is grouped by Type, cases are organized into groups such as:

Select the arrow next to a group to expand or collapse the cases within it.

Use the Search icon in the upper-right area of the Cases page to locate a specific case.

This provides a faster way to find a matter without manually browsing through your case groups.

Select the Filter icon to narrow which cases appear in your current view.

Available filtering options include:

The Filters side panel also provides options for reviewing cases by Status, Labels, Assignee, and Type.

Use Clear Filters to remove your current filters and return to the broader case view.

Use the Display Options control to customize how your Cases page is organized.

Choose how cases should be grouped in the list.

For example, selecting Type groups your matters by Case Type.

Choose how your case groups or cases should be ordered.

Turn Show Empty Groups on or off depending on whether you want groups with no cases to remain visible.

Choose which case information you want displayed within the list.

Available properties shown include:

This allows each user to customize the Cases view around the information most relevant to their workflow.

Select the Insights icon to analyze the cases in your current view.

The Insights panel provides a snapshot of your case list, including:

A visual chart also provides a breakdown of cases by status.

Insights analyzes the current case view, allowing you to quickly understand how the cases you are viewing are distributed across your firm.

The Cases page includes a side panel used for tools such as Filters and Insights.

Use the side panel control in the upper-right toolbar to display or hide this panel.

Hiding the panel gives you additional space for viewing and working with your case list.

Select Fields in the upper-right corner of the Cases page for quick access to your organization's custom case fields.

These fields allow your firm to customize the information it captures and tracks for its cases.

For more information about creating and managing custom fields, see the Blocks & Fields article.

The Cases page is your workspace for creating, importing, finding, and organizing cases in ProPlaintiff.ai.

You can ask Tiff to create a case, create one manually from the New Case menu, import existing cases from ProPlaintiff V2, or migrate cases and supported data from a connected third-party practice management provider.

Once cases are in ProPlaintiff, use Search, Filters, Grouping, Display Options, Insights, the side panel, and custom Fields to organize your case list and quickly find the matters and information you need.

👉 Check out our YouTube video - ProPlaintiff.ai V3 Tutorial Walkthrough

If you need additional assistance, please don’t hesitate to reach out to our support team via chat or email us at cx@proplaintiff.ai. We're here to help!