In Contacts, you can organize your contacts into groups using labels such as “Referrals” or “Legal Reps.” Each group must have a unique name, so … Read more
Case Management
Add and Manage Case Types
Case types define the different types of cases your organization handles. The system includes a prepopulated list of case types, but you can add new … Read more
Add and Manage Relationship Types
Relationship types define how case contacts are related to the client in a case file. The system includes a comprehensive list of predefined relationship types, … Read more
Add and Manage Reasons for Closing Case File
Add a Reason for Closing Go to Case Files > Settings > Reason for Closing. Click Add Reason for Closing Case File. Enter a Reason … Read more
Create and Manage Case Files
At its core, a Case File stores, organizes, and manages client information. Each case file is assigned a case type, which defines a unique workflow … Read more
Transfer Home Branch
Go to Case Files. Select a case file. Click Move case file. In the Move Case File prompt, select a destination location, then click Move.
Add and Manage Case Contacts
Case contacts allow you to add important contacts related to a case file. They also enable you to specify the contact’s relationship to the case … Read more
Add and Manage Case Payers
Payers are individuals or entities responsible for covering the cost of services provided to the client in a case file. A payer can be an … Read more
Add and Mange Case Alerts & Memos
Add an Alert or Memo Go to Case Files. Select a case file. In the Alerts & Memos card, click Add note. Enter the note, … Read more