Updating the Case Index Information can be done from any tab in the case.
Navigate to the Edit Case Index pop-up window. To do this, click 'i' on your keyboard or click on the dark green dropdown arrow next to the case status bar on the top right of the page.
Select Edit Case Index from the dropdown menu.
The Edit Case Index pop-up window will appear.
Add in the case index information you would like to update.
Click Save.
The case index information has been updated.
NOTE: There is some case index information, such as the Date of Incident, Date of Intake, Date Retained, and case status, that can only be edited by a firm administrator or someone with permission to edit. If you need permission to edit the case index, ask your firm administrator to grant you permission to do so.