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  1. LEX247
  2. Cases & Clients

Cases & Clients

Learn how to manage your clients and cases.

Client Management

  • How do I Download an AML Results?
  • How do I Check the Status of an AML Client?
  • How do I Complete an AML Check?
  • How do I Start an AML Check?
  • How do I View when time was last reported for a Client?
  • How to Edit a Client Managers Shared Percentage?
See all 21 articles

Case Management

  • How to Update a Case Participants Hourly Fee
  • How to Update a Case Managers Hourly Fee
  • How do I Create an AML Case Request?
  • How do I View when time was last reported for a Case?
  • How do I Set a Client Manager for a New Client when Creating a Case?
  • How do I Add a Case Note when Creating a Case?
See all 24 articles
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