Case Management

Most productivity tools force you into someone else’s system. CaseMgr takes the opposite approach: a case is simply a container for whatever you’re working on. No rigid templates, no mandatory fields, no workflow you didn’t ask for. Just a flexible bin where you gather everything related to a project, a client, a hobby, or a life event.

Cases: Your Projects, Your Way

A case in CaseMgr is like a smart folder that understands context. Whether you’re tracking a legal matter, planning a knitting project, organizing research for a thesis, or managing a freelance client, you create a case and start filling it with the things that matter.

Every case supports a rich set of item types:

• Notes — capture thoughts, meeting summaries, or reference material
• Bookmarks — save links with context so you remember why they mattered
• Files — attach documents, spreadsheets, images, or anything else
• Todos and Checkboxes — track what needs doing, from simple lists to detailed task breakdowns
• Folders — organize items into logical groups within a case
• Journal Entries — maintain a running log of progress, decisions, and observations
• Photos — embed visual references directly in your case

This isn’t a tool built for one type of user. It’s built for anyone who needs to keep track of something that has more than a few moving parts.

Tree View: See Everything at a Glance

Every case presents its contents in a hierarchical tree view. You can nest folders inside folders, group related notes together, and arrange items in whatever structure makes sense to you. The tree expands and collapses so you can focus on what you need right now without losing sight of the bigger picture.

Drag-and-drop makes reorganizing effortless. Move a note from one folder to another. Reorder your todos by priority. Restructure your entire case as your understanding of the project evolves. The tool adapts to you, not the other way around.

Search Across Everything

As your cases grow, finding specific items stays fast. CaseMgr’s search works across all your cases and all item types. Looking for that one bookmark you saved three months ago? The note from a client call? A file you attached to a case you barely remember? Search finds it.

Real People, Real Uses

A knitter creates a case for each project — yarn details in a note, pattern links as bookmarks, progress photos, and a checkbox list for each section of the pattern. A researcher uses cases to organize sources by topic, with journal entries tracking how their thinking evolves over time. A lawyer tracks client matters with folders for correspondence, filings, and deadlines. A freelancer keeps one case per client with notes on preferences, project files, and todo lists for deliverables.

None of these people had to configure anything special. They just started creating items in cases and let the structure emerge naturally.

Flexibility Without Chaos

The beauty of the case model is that it gives you just enough structure to stay organized without imposing a system that fights the way you actually think. You can be as minimal or as detailed as you want. One case might have three notes and a todo list. Another might have a deep folder hierarchy with dozens of items. Both are perfectly valid.

And when you’re ready for more structure, CaseMgr’s workflow system and AI integration build on top of this same flexible foundation.