Cases & Matters
The lifecycle of a case
- Social Service Notes on Cases
- Trust and Expense Transactions
- Adverse Party Alerts
- Scheduling Case Events/Deadlines/Tasks/Appointments
- Selecting County Values
- Case Exceptions
- Discovery
- Recording How an Applicant Was Referred to Your Organization
- Matter Rejection and Referral Reporting Code
- Collecting SMS Consent in a custom external form
- Domestic Violence Information
- Case is on My Home Page Twice
- VOCA
- Poverty Scale Unknown, Could Not Get Poverty Scale
- Search by Email Address
- How Far Back Does "Recently Accessed" Go?
- Where can I add or change Courts?
- Cases and Matters - Is there a Difference?
- Where can I add or change Judges?
- Date Posted on a Case Note cannot be Changed