Understanding Home
Home is your command center — cases, insights, and recommended next steps.
Overview
Home shows your active case at a glance: document counts, timeline activity, tasks, Sera’s insights, and What Sera Found.
Why this feature exists
When you’re under stress, you need a calm starting point that shows what matters now — not a wall of tools.
Step-by-step
- 1
Select your current case
If you have multiple cases, choose the one you’re working on.
- 2
Scan What Sera Found
Review prioritized recommendations and take one next step.
- 3
Use quick actions
Add Documents or Ask Sera from the welcome area when you’re ready.
- 4
Refresh insights when things change
After major uploads, refresh insights so Sera’s review stays current.
Best practices
- Start each session on Home for 30 seconds before diving into files.
- Clear or complete recommendations you no longer need.
Productivity tips
- Treat high-priority recommendations as today’s shortlist.
Common mistakes
- Ignoring Home and jumping straight to uploads without reviewing recommendations.
Frequently asked questions
Why is Home empty?
Create a case and add documents. Sera populates insights as materials arrive.
Screenshots
Illustration placeholder — product screenshot coming soon.
Understanding Home screenshot placeholderHelpful links
Related articles
- Getting started with SeraCase
Learn how SeraCase helps you organize documents, build a timeline, and prepare next steps — calmly and securely.
- What Sera Found
Review Sera’s recommended next steps after she looks across your case — prioritized calmly, for you to accept or dismiss.
- Creating your first case
Open a private case workspace and set it up for success.
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