Case Management
- User Defined Fields
- Understanding Settings Hierarchy
- Terminology
- Status Bar
- SOS Support Line Access Instructions
- Opposing Attorneys
- Opponent Declares Bankruptcy Procedure
- Merging PDF Templates
- Litigation Screens
- Importing New Files
- Importing Batch Images
- Imaging (Paperless Office)
- Image Sharing
- Image Restore
- General Navigation Menus and Buttons
- File Status Codes
- Field Change History (Audit Log)
- Favorites Feature
- External Users
- Enhanced Email Automation
- Document User Prompts (Ask Fields)
- Document Generation Selection Options
- Document Fragments
- Daily Dashboard
- Custom Reporting
- Creating a New Client (Part 2 of 2)
- Creating a New Client (Part 1 of 2)
- Creating a New Case File
- Counties, Clerks, and Court Locations
- Contingency Rates and Buckets
- Company Settings: Company Tab
- Case File Basics
- Batch Internal Status Updates
- Batch Documents
- Balance Calculation Basics
- Automations
- Advanced Document Generation
- Adding Wage and Bank Garnishments
- Adding Payment Arrangements
- Adding New Activity Codes
- Adding Multiple Images to an Activity Note
- Adding and Using Review Codes
- Adding an Opponent / Debtor
- Adding a Legal Status
- Abbreviations