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Case Management
Managing cases and all relevant information pertaining to case files.
Add and Manage Case Types
Case types define the different types of cases your organization handles. The system includes a prepopulated list of case types,...
Organize contacts in groups
In Contacts, you can organize your contacts into groups using labels such as “Referrals” or “Legal Reps.” Each group must...
Add and Mange Case Alerts & Memos
Add an Alert or Memo Go to Case Files. Select a case file. In the Alerts & Memos card, click...
Add and Manage Case Payers
Payers are individuals or entities responsible for covering the cost of services provided to the client in a case file....
Add and Manage Case Contacts
Case contacts allow you to add important contacts related to a case file. They also enable you to specify the...