Case Settings is the central hub for configuring every aspect of a Hintyr case. Edit case details, manage members, configure Bates numbering, set citation formats, choose display order, define metadata fields, manage custodians, and control the discovery share portal -- all from a single settings dialog.
How to access Case Settings
Open any case and click the gear icon in the top navigation bar, or select Case Settings from the Case Menu. The settings dialog opens with a tabbed sidebar on the left listing every configuration category. Click a tab to switch between panels. Each panel saves changes independently.
What you can configure in case settings
Case Settings is organized into panels, each controlling a specific area of your case:
- Details - Edit the case title and description.
- Members - Add or remove team members and manage their roles.
- Bates - Configure automatic Bates numbering for new uploads including format, position, and typography.
- Citations - Set how the AI agent formats citations in its responses.
- Display - Choose the default file sort order for the document browser.
- Metadata - Define custom metadata fields that the AI extracts and displays in the Table of Contents.
- Custodians - Create, rename, and delete custodians for the case.
- Share Portal - Manage the discovery portal, invite external users, and configure folder permissions.
Case Menu tools
Beyond the settings panels, the Case Menu provides two case-level tools that operate across all files:
- Keyword Search - Search for keywords across every file in the case, review matches, and apply batch redactions.
- Deduplication - Identify and handle duplicate files within the case.
Case settings permissions
Only case admins can access all settings panels and manage members. Editors can reach most panels but can't add or remove members. Read-only members can view settings but can't modify them. If you need elevated access, contact a case admin.