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View the case team

Every matter connects to two groups of people:

  1. Staff working on that matter

  2. The clients/family members the case is about.

Here's how to see who's on a case

  1. Go to Matters.
  2. Select the case from your list.
  3. Find the Team Members (staff) section. It lists everyone assigned to the case with their role on it (e.g., "Caseworker" or "Supervising Attorney"). A staff member's case role can differ from their general org role.
  4. Find the participants section. It lists the people the case is about — clients, parties (parents, guardians), and contacts — each with their name, participant role, and recorded outcome if any.

Teams within a case: Cases with multiple clients or families may have more than one team. Teams create the outer boundary for access to notes, documents, events and tasks — content shared with one team isn't visible to another. 

Notes:

  • If a participant has a Sunlight account, adding them to the case makes it visible to them on the platform.

  • Staff assignments are time-bound: when someone leaves a case, their assignment is ended, not deleted, so the history is preserved.

Trouble? Contact your case worker or email support@getsunlight.org.