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