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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,...
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 Correspondence and Correspondence Tags
Good communication records make every case easier to manage. In CaseRM, you can document correspondence with clients, legal representatives, family...
Create, Manage File Folders and Attach Files to a Case File
Case documents pile up quickly, and CaseRM makes it easy to keep them organized. Create file folders for things like...