Case Management

Managing cases and all relevant information pertaining to case files.

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...

Go to Case Files. Select a case file. Click Move case file. In the Move Case File prompt, select a...

At its core, a Case File stores, organizes, and manages client information. Each case file is assigned a case type,...

Add a Reason for Closing Go to Case Files > Settings > Reason for Closing. Click Add Reason for Closing...

Relationship types define how case contacts are related to the client in a case file. The system includes a comprehensive...