Add and Manage Products & Services

Create billing item Go to Accounting. In the left-side panel, select Products & services. Click Create billing item. Select the billing item type.Note: Billing item … Read more

Add and Manage Suppliers

This guide walks you through managing suppliers in CaseRM’s Accounting module, including how to add, edit, delete, inactivate, and reactivate them. Add supplier Go to … Read more

Team Management

The Team module is the central hub for managing team members across all branch locations of your organization. It allows you to not only manage … Read more

Add and Manage Charges

Add a Charge Go to Case Files. Select a case file. Navigate to Billing > Charges. Click + Add Charge. Ensure the correct Service date … Read more

How Do I Set up My Team?

Create team member Go to the Team module. Click Add team member. Select the team member type.Note: Team member types determine how the person is … Read more

Guide for Office Administrators

Find and Select a Case File Go to Case Files. Enter the case file name, either in part or in full, in the search bar. … Read more

Users and Roles

Create user Go to the Admin Panel. In the left-side panel, select Users. Click Add user. Enter user’s information, then click Save. Edit user first … Read more

Organize Contacts in Groups

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

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

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