17 articles
How do I link a firm user to all active cases?
Case Insights
Cases Overview
How do I UNLINK a client/contact from a case?
How do I LINK a firm user to a case?
Viewing the Lead Attorney for Cases
Statute of Limitations Dates
Where can I view notes for a case?
How do I add/edit/delete Areas of Practice?
Case Details Page
Case Status [w/ VIDEO]
Case Stages
MyCase 101: Linking Contacts to a Case
Adding a New Case [w/ VIDEO]
Automatic Case Numbering
How do I close, re-open, or delete a case from the system?
Intake Form Overview