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  1. LEX247
  2. Cases & Clients
  3. Case Management

Case Management

  • How to Remove a Default Fee on Case Card
  • How to Perform a Conflict of Interest Check on an Existing Case Request
  • How to Create a Bankruptcy Case
  • How to Search for Cases or Clients Using Tags
  • How to Delete a File or a Folder in Document Library
  • How to Download a File or a Folder in Document Library
  • How to Send a File via E-mail in Document Library
  • How to Rename a File or a Folder in Document Library
  • How to Create a New Document Folder on Document Library
  • How to Upload a File to Document Library
  • How to Add a Field Group
  • How to Remove an Acquirer on Case Card
  • How to Add an Acquirer on Case Card
  • How to Update an Appointment Participant on Case Card
  • How to Update a Responsible Person on a Task on Case Card
  • How to Change an Activity Type on a Task on Case Card
  • How to Delete a Task on Case Card
  • How to Mark a Task as Completed on Case Card
  • How to Add an Appointment on Case Card
  • How to Add a Task on Case Card
  • How to Change Activities View From Agenda to Calendar
  • How to Remove a Case Participant
  • How to Update a Case Participants Hourly Fee
  • How to Update a Case Participants Role
  • How to Update a Case Managers Hourly Fee
  • How to Update a Case Managers Role
  • How to Remove a Case Manager
  • How to Add a Case Manager
  • How to Change a Percentage for Shared Payers on Case Card
  • How to Add a Payer on Case Card
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