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?
- How do I Add a Case Background when Creating a Case?
- How do I View when a Case has been Modified?
- How do I View when a Case has been Declined?
- How do I View when a Case has been Reopened?
- How do I View when a Case has been Closed?
- How do I View when a Case has been Accepted?
- How do I View when a Case has been Opened?
- How to Add an Invoice Reference Text on Case Card
- How to Remove an Invoice Reference on Case Card
- How to Add an Invoice Reference on Case Card
- How to Remove a Related Case
- How to Create a Sub Case
- How to Add a Related Case
- How to Add a Participant to a Case
- How to Remove a Case Budget Notification
- How to Add a Case Budget Notification
- How to Add a Case Budget
- How to Archive & Close a Case