Case Actions
- Client Activity Feed
- How to set up a Minor or Elderly Parent Matter -Guardian ad Litem
- Practice Area Automations 204: Checklist Template Automations
- Practice Area Automations 203: Treatment Reminders
- Practice Area Automations 202: Recurring Message Automation
- Checklist Templates 101
- Case Status Feature: Creating Checklist Templates
- Case Status FAQ: How to See Invoices and Individual Case Charges
- Case Status FAQ: How to Set Automations at an Individual Case Level
- Case Status Feature: How to Manually Sync Cases
- Case Status Feature: How to Add/Remove Attorneys and Case Managers from a Single Case
- Case Status Feature: How to add Bold, Italics, and Hyperlinks to Messages
- Case Status Feature: How to add Attorneys and Case Managers to Multiple Cases
- Case Status Feature: How to Create Automated Messages
- Case Status Feature: How to Filter Cases by Unread Messages
- Case Status Feature: How to Create a Client Checklist
- Case Status Feature: How to E sign Document
- Case Status Feature: How to Filter Cases by Unread Messages
- Case Status Feature: How to Create a Client Checklist
- Case Status Feature: How to E sign Document
- Case Status Feature: How to Send PDF for E-Signature
- Case Status Feature: How to Schedule a Message
- Case Status Feature: How to Send and Schedule Mass Message
- Case Status Feature: How to Send a Smart Message
- Case Status Feature: How to Update Stages on Multiple Cases
- Case Status Feature: How to Reopen a Closed Case
- Case Status Feature: Restoring a Deleted Case
- Case Status Feature: Sending and Scheduling Client Invitations
- Case Status FAQ: Client Checklists
- Case Status FAQ: Exporting Documents from a Case