Cases & Matters
The lifecycle of a case
- Case Status
- Referring a Case to an Outside Organization
- Litigation Information
- Duty Attorney
- Level of Service
- Action Options for the Current Assignments List View
- Cause Number
- Case Title
- Scheduling Case Events/Deadlines/Tasks/Appointments
- Assigning Users to Cases/Matters
- Case Credits
- Adverse Parties
- Restricted Notes on Cases
- Social Service Notes on Cases
- Adding Additional Clients to a Case
- Adverse Party Alerts
- Trust and Expense Transactions
- Re-Opening Matters/Cases
- Additional Names for a Client
- Deleting Documents is not Restricted