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