Cases & Matters
The lifecycle of a case
- Creating a New Matter from an Existing Matter
- Email a Note to a Case or Other Record
- Documents and Files on Cases
- Disposition and Case Status Compared
- Case Alerts and Client Alerts
- Case Assignments
- Quick Case Copy
- Associating Multiple Cases with a Client
- Lead and Member Cases
- Prescreen
- Cause Number
- Case Contacts
- Closing a Case
- Signature Attestation Block
- Related Cases
- Outcomes V2
- Case Profile Pages
- Client Intake
- Case Status
- Activities