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Cases & Matters

The lifecycle of a case

  • Waivers (Income and Asset Eligibility)
  • Trust and Expense Transactions
  • Discovery
  • Recording How an Applicant Was Referred to Your Organization
  • Can I Download, Move, or Export All Documents on a Case?
  • Matter Rejection and Referral Reporting Code
  • Domestic Violence Information
  • Case Exceptions
  • Collecting SMS Consent in a custom external form
  • Search by Email Address
  • Case is on My Home Page Twice
  • VOCA
  • Poverty Scale Unknown, Could Not Get Poverty Scale
  • Senior Citizen Information
  • Where can I add or change Courts?
  • Where can I add or change Judges?
  • Case Note Copy - Adding a Case Note to Multiple Cases
  • Bulk Litigation Edit Block
  • How Far Back Does Recently Accessed Go?
  • Selecting County Values
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