Create a Soluno Client Casefile from Casepeer

There are two ways to create a Soluno casefile from CASEpeer: 

Create the casefile from within the case:

• Navigate to the case and select the dark green dropdown at the top right corner of the page. 
• Select Create Soluno Casefile from the dropdown.

• A pop-up window will appear. Click Confirm. 

• The Casefile should now appear in Soluno. 

Create the casefile from the Cost Management Screen:

• Create the cost item in the client's case, and then navigate to the Management Costs screen.
• Click on the dropdown arrow in line with the cost and select Create Soluno Casefile.
• A pop-up window will appear. Click Confirm.