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Help / Cases

Cases

Keeping the electronic Cases journal.

←All categories General 11 Cases 3 Clients 4 Contracts 6 Protection Notices 6 Court Cases 6 Assignments 4 Requests 4 Tasks and works 3 Team and access 5 Taxes 3 Security and sign-in 3 Public page 2 Other 7

3 articles found

What a Case is and what it is for A Case is the central working element of the system. You can compare it to a paper folder or a binder. A Case accumulates and stores all the information on o... 10 Oct › Creating a new Case: step by step This guide describes in detail how to create a new Case in the system. A Case brings together all the work on one specific legal problem of a Customer. Step ... 10 Oct › Managing Cases While working with a Customer you may need to change the parameters of a Case, monitor its status or finish the work on it. The main Case management actions ... 10 Oct ›

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