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Case Management
Managing cases and all relevant information pertaining to case files.
Add and Manage Reasons for Closing Case File
Add a Reason for Closing Go to Case Files > Settings > Reason for Closing. Click Add Reason for Closing...
Add and Manage Relationship Types
Relationship types define how case contacts are related to the client in a case file. The system includes a comprehensive...
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...