Cases & Matters
The lifecycle of a case
- Can I Download, Move, or Export All Documents on a Case?
- Adverse Party Alerts
- Trust and Expense Transactions
- Discovery
- Recording How an Applicant Was Referred to Your Organization
- Case Exceptions
- Matter Rejection and Referral Reporting Code
- Collecting SMS Consent in a custom external form
- Domestic Violence Information
- Case is on My Home Page Twice
- Search by Email Address
- Poverty Scale Unknown, Could Not Get Poverty Scale
- VOCA
- Selecting County Values
- Where can I add or change Courts?
- Where can I add or change Judges?
- Senior Citizen Information
- How Far Back Does "Recently Accessed" Go?
- Transfer a Case's Calendar Events, Tasks, and Dealines from One User to Another
- Case Note shows "A file attached to this email was flagged as possibly dangerous, so it has not been uploaded"