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
- Case Alerts and Client Alerts
- Disposition and Case Status Compared
- Case Assignments
- Quick Case Copy
- Lead and Member Cases
- Associating Multiple Cases with a Client
- Prescreen
- Case Contacts
- Closing a Case
- Signature Attestation Block
- Outcomes V2
- Related Cases
- Client Intake
- Activities
- Case Profile Pages
- Printing Case Information
- Cause Number