Searching for Cases or Clients
Search under the "Cases (Projects)" tab can be used to search for a case by any of the following:
- Company name
- Case name
- Docket number
- Client Matter ID
In order to search a case of a list of cases, simple enter a search string (at least a few letters to be searched) in the search box and click on the search button. Don not use "*" or "%" in the search string.
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Custom Data Fields for Clients/Cases
Storing Additional Data (custom tags) for a Case or Client using Custom Fields? The "Other Info" tab both under "Clients" and "Cases/Projects" can be used to store additional data fields for clients and cases respectively. For example, if you like to ...
Setting Different Hourly Rates For Different Cases/Clients
Click on the Cases (Projects) tab on the top of the page. In the left panel, select a desired case. On the right side panel, click on "Staff Access/Rates" tab. On the screen, check the checkbox in front of a staff name. An "Edit" link will appear. ...
Account Receivable - Split Billing or Multi Payer Cases
On the Dashboard, Account Receivable button generates an account receivable report to show a list of clients/invoices that are unpaid. Another sheet in the downloaded workbook includes a list of payers in various split billing cases with unpaid ...
How To Group Clients
1. Select a desired clients 2. On the right side pane, click on "Other Info" tab. 3. Enter a field "Type" and value "<any user selected value, e.g. Criminal or Divorce or Bankruptcy>". Un-check Encrypt This Field Value . 4. Save. Repeat this for all ...
Secure Communication With Clients
Your clients may use Client Online Portal for viewing their bills and previous payments. Clients may also pay bills online. In addition, you and your clients may communicate securely via Client Online Portal. You may view messages by navigating to ...