--- title: How do I view a summary of all cases in my company? description: This article guides you through how to view all the cases you and your colleagues are working on. --- [Skip to content](https://knowledge.exizent.com/how-do-i-view-all-the-cases-in-my-company#main-content) ![Exizent\_logo\_non-fixed\_White\_Large.png\]](https://knowledge.exizent.com/hs-fs/hubfs/Exizent_logo_non-fixed_White_Large.png?height=45&name=Exizent_logo_non-fixed_White_Large.png) Open main navigation Close main navigation Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://knowledge.exizent.com/?hsLang=en) 2. [Creating and Managing a Case](https://knowledge.exizent.com/creating-and-managing-a-case?hsLang=en) 3. [Managing your case](https://knowledge.exizent.com/creating-and-managing-a-case?hsLang=en#managing-your-case) # How do I view a summary of all cases in my company? ## This article guides you through how to view all the cases you and your colleagues are working on. - When you first log in to the Exizent platform, you will be taken to **Your overview ** - From here you can click the menu on the top right and choose **Company overview ** ![20220102 Company Overview](https://knowledge.exizent.com/hs-fs/hubfs/20220102%20Company%20Overview.png?width=400&name=20220102%20Company%20Overview.png) - This overview will show you everything you and your team are working on with the case owner's name at the end of each case - Filter by **Closed** to see completed work - Filter by **Open** to view cases that are still being worked on  - Filter by **Archived** if you need to check on any cases deemed no longer relevant  - You can also use the **Search** function to search for **Executor Name**, **Name of Deceased** or **Company Case ID** **![20220102 company overview search and filter](https://knowledge.exizent.com/hs-fs/hubfs/20220102%20company%20overview%20search%20and%20filter.png?width=688&name=20220102%20company%20overview%20search%20and%20filter.png)** - Check the **Last Opened** column to ensure cases are being attended to. You can also sort this column from oldest to newest and vice versa  ![20220102 Last Opened](https://knowledge.exizent.com/hs-fs/hubfs/20220102%20Last%20Opened.png?width=434&name=20220102%20Last%20Opened.png) 💁 Company admins and case owners can view open, closed and archived cases 💁 Delegates can view open cases only  💡 Using the functions on the **Company overview** page is a great way of managing workload and your team  👷 Our team are regularly making improvements and adding new features. Some things may have changed since this guide was written as functionality gets even more fabulous. If you need further assistance, please contact the Customer Success team who are always happy to help  🖥️ **Chat to us** through the knowledge base - click the chat icon in the bottom right corner of this page ☎️ **Call us** on **020 8152 2902** ✉️** Email us** on support@legal.exizent.com     - [Getting Started](https://knowledge.exizent.com/getting-started?hsLang=en#main-content) - [Getting Started](https://knowledge.exizent.com/getting-started?hsLang=en#getting-started) - [Troubleshooting setup issues](https://knowledge.exizent.com/getting-started?hsLang=en#troubleshooting-setup-issues) - [Multifactor Authentication (MFA)](https://knowledge.exizent.com/getting-started?hsLang=en#multifactor-authentication-mfa) - [Invoicing](https://knowledge.exizent.com/getting-started?hsLang=en#invoicing) - [Adding people related to your case](https://knowledge.exizent.com/adding-people-related-to-your-case?hsLang=en) - [Assets & Liabilities](https://knowledge.exizent.com/assets-liabilities?hsLang=en) - [Correspondence](https://knowledge.exizent.com/correspondence?hsLang=en) - [Creating and Managing a Case](https://knowledge.exizent.com/creating-and-managing-a-case?hsLang=en#main-content) - [Creating a Case](https://knowledge.exizent.com/creating-and-managing-a-case?hsLang=en#creating-a-case) - [Managing your case](https://knowledge.exizent.com/creating-and-managing-a-case?hsLang=en#managing-your-case) - [Managing the people who can work on your case](https://knowledge.exizent.com/creating-and-managing-a-case?hsLang=en#managing-the-people-who-can-work-on-your-case) - [Estate Accounts](https://knowledge.exizent.com/estate-accounts?hsLang=en#main-content) - [Estate accounts output](https://knowledge.exizent.com/estate-accounts?hsLang=en#estate-accounts-output) - [Income](https://knowledge.exizent.com/estate-accounts?hsLang=en#income) - [Expenses](https://knowledge.exizent.com/estate-accounts?hsLang=en#expenses) - [Distributions](https://knowledge.exizent.com/estate-accounts?hsLang=en#distributions) - [Estate accounts tabs](https://knowledge.exizent.com/estate-accounts?hsLang=en#estate-accounts-tabs) - [Forms](https://knowledge.exizent.com/forms?hsLang=en#main-content) - [Inheritance Tax Forms](https://knowledge.exizent.com/forms?hsLang=en#inheritance-tax-forms) - [Court Forms](https://knowledge.exizent.com/forms?hsLang=en#court-forms) - [Managing Forms](https://knowledge.exizent.com/forms?hsLang=en#managing-forms) - [Integrations](https://knowledge.exizent.com/integrations?hsLang=en#main-content) - [Actionstep](https://knowledge.exizent.com/integrations?hsLang=en#actionstep) - [Clio](https://knowledge.exizent.com/integrations?hsLang=en#clio) - [LawWare](https://knowledge.exizent.com/integrations?hsLang=en#lawware) - [P4W](https://knowledge.exizent.com/integrations?hsLang=en#p4w) - [Smokeball](https://knowledge.exizent.com/integrations?hsLang=en#smokeball) - [Other systems](https://knowledge.exizent.com/integrations?hsLang=en#other-systems) - [User Management](https://knowledge.exizent.com/user-management?hsLang=en#main-content) - [Account Settings & Access](https://knowledge.exizent.com/user-management?hsLang=en#account-settings-access) - [Valuation tools](https://knowledge.exizent.com/valuation-tools?hsLang=en) [![Chill listening crop-3](https://knowledge.exizent.com/hs-fs/hubfs/Website%20Assets/Exizent_logo_non-fixed_Black_Large.png?width=108&height=24&name=Exizent_logo_non-fixed_Black_Large.png "Chill listening crop-3")](http://exizent.com) Exizent Knowledge Base Copyright © 2026, Exizent Ltd