Guide for Office Administrators
Find and Select a Case File Go to Case Files. Enter the case file name, either in part or in full, in the search bar.
Users and Roles
Create user Go to the Admin Panel. In the left-side panel, select Users. Click Add user. Enter user’s information, then click Save. Edit user first
Organize contacts in groups
In Contacts, you can organize your contacts into groups using labels such as “Referrals” or “Legal Reps.” Each group must have a unique name, so
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, but you can add new
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 list of predefined relationship 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 Case File. Enter a Reason
Chart of Accounts
The Chart of Accounts categorizes all sales and expense transactions recorded in the system. This ensures accurate financial organization and management, enabling the system to
Create and Manage Case Files
At its core, a Case File stores, organizes, and manages client information. Each case file is assigned a case type, which defines a unique workflow
Transfer Home Branch
Go to Case Files. Select a case file. Click Move case file. In the Move Case File prompt, select a destination location, then click Move.