General Case Management
- Abbreviations
- Adding a Legal Status
- Adding an Opponent / Debtor
- Adding and Using Review Codes
- Adding Hold Codes
- Adding Multiple Images to an Activity Note
- Adding New Activity Codes
- Adding Payment Arrangements
- Adding Wage and Bank Garnishments
- Additional Opponent / Debtor Screens
- Case File Basics
- Counties, Clerks, and Court Locations
- Creating a New Case File
- Creating a New Client (Part 1 of 2)
- Creating a New Client (Part 2 of 2)
- Daily Dashboard
- Editing Bad Phone Numbers and Addresses
- Favorites Feature
- File Status Codes
- General Navigation Menus and Buttons
- Image Sharing
- Imaging (Paperless Office)
- Importing New Files
- Litigation Screens
- Opponent Declares Bankruptcy Procedure
- Opposing Attorneys
- Status Bar
- Understanding Settings Hierarchy
- Workflows