Data Sync
Captorra Integration
MoveDocs Integration
- Connect a Case from MoveDocs
- Will Existing Cases be Linked when Activating the MoveDocs Integration?
- Where will Documents from MoveDocs Save?
- Schedule Treatment with MoveDocs
- Select Default MoveDocs Document Reviewers
- Select Who Receives MoveDocs Notifications
Lawpay Integration
Kenect Integration
Multus Medical Integration
Account Settings
- Update Firm Address
- Defendant Client Conflict Check
- Why am I Receiving a CASEpeer 403 Error?
- Hide Case Statuses
- Why am I Receiving a Select a Valid Choice Error?
- Mass Assign or Remove Permissions
Case Status Integration
Cost Codes
Custom Intake
Data Export
Investigators
Lead Sources
Litigation Event Plans
- When Will Litigation Plan Events Show on the Case Calendar?
- Delete a Litigation Event Plan
- Edit a Litigation Event Plan
- Add a New Rule to a Litigation Event Plan
- Create a Litigation Event Plan
- Delete a Litigation Event Plan Rule
Payment Settings
Private Mass Tort
Users
- Reset Two-Factor Authentication for a User
- Log in with Two-Factor Authentication
- Mass Re-Assign Events
- Mass Delete Messages for a User
- Activate a User that Has Been Deactivated
- Add a New User
Templates
- Assign Templates to Specific Offices and Teams
- Send a Letter of Representation
- How Much Does It Cost Per Template Outside Of The Ten Included With Our Account?
- How Do Template Contexts Work?
- What are Template Keywords?
- Differences Between {{ net_client_issued }} and {{ net_client_projected }}