Cases & Matters
The lifecycle of a case
- Printing Case Information
- Referring a Case to an Outside Organization
- Documents Overview
- Case Note Copy - Adding a Case Note to Multiple Cases
- Litigation Information
- Case Note API
- Adverse Parties
- Adding Additional Clients to a Case
- Re-Opening Matters/Cases
- Assigning Users to Cases/Matters
- Waivers (Income and Asset Eligibility)
- Level of Service
- Additional Names for a Client
- Restricted Notes on Cases
- Actions Dropdown for Quick Actions on Select List Views
- Case Title
- Pinned Case Notes
- Deleting Documents
- Scheduling Case Events/Deadlines/Tasks/Appointments
- Social Service Notes on Cases