Management Screens
- Add Bulk Costs to Cases
- Costs Management
- Discovery Management
- E-Signatures Management
- Intake Management
- Leads Management
Overview
- Disbursement Overview
- Lien Negotiations Overview
- Litigation Firms Overview
- Litigation Overview
- Pending Assignment Overview
- Settlement Overview
Reports
- High Value Cases Report
- Settlement Report
- Calendar Report
- Check Deposits Report
- Client Trust Report
- Clients Report
Report, Management Screen & Overview FAQs
- Which Case Statuses are Excluded from the Statute Report?
- What is the Best Way to Clear Events From the Litigation Calendar When a Case Has Settled, But Not Yet Closed?
- How is the Date in the Client Communication Column Triggered in Reports?
- How to Add an MRI onto the Medical Treatment Tab
- Export a List of All of Clients with Addresses and Emails for Holiday Cards
- Which Cases Show on the My Cases Report?