Question 1

How do I create a new case?

Accepted Answer

Click "New Case" from your dashboard, enter case details including your state, and your secure case workspace will be created. Only you can access your case data, protected by bank-level encryption.

Question 2

Can I access Civilly on my phone?

Accepted Answer

Yes, Civilly works in mobile browsers with all features including camera upload, touch navigation, offline access, and safety features. Native iOS and Android apps are coming soon.

Question 3

Can I search within my documents?

Accepted Answer

Yes, AI-powered search finds text in all documents including scanned PDFs and images. Use natural language queries like "bank statements from 2023" or filter by date, type, and folder.

Question 4

How do I connect my bank accounts?

Accepted Answer

Go to Assets, click "Connect Bank", select your bank, and log in securely via Plaid. Civilly imports balances, transactions, and statements automatically. Your data is encrypted and private.

Question 5

How does the evidence timeline work?

Accepted Answer

Timeline shows all documents, messages, conversations, events, and expenses in chronological order. Filter by type or date, search across entries, and export for court or attorney review. Updates automatically.

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