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Cases & Matters

The lifecycle of a case

  • Printing Case Information
  • Documents Overview
  • Referring a Case to an Outside Organization
  • Case Credits
  • Case Note API
  • Litigation Information
  • Duty Attorney
  • Adverse Parties
  • Assigning Users to Cases/Matters
  • Level of Service
  • Action Options for the Current Assignments List View
  • Deleting Documents
  • Adding Additional Clients to a Case
  • Restricted Notes on Cases
  • Scheduling Case Events/Deadlines/Tasks/Appointments
  • Re-Opening Matters/Cases
  • Case Title
  • Additional Names for a Client
  • Adverse Party Alerts
  • Social Service Notes on Cases
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