CUSTOM REPORTS
- Homepage
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Getting Started & Browser Settings
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Caseworker Module
- Access Controls
- Batch Upload
- Caseworker Cannot Login
- Clients Not Receiving Emails?
- Cloud Storage
- Comment Recovery
- Conflict Checker
- Copy and Paste Documents
- Date Calculator
- Default Start Page
- How Does the Tickler Work
- How to Share and Email Documents
- Job Requests (Batch Document Download)
- MailAnyhwere!
- Messaging Module
- Smart Alerts
- SMS
- Standard Reports
- Tag Helper
- Time Keeper
- Update Password
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Cases
- Archive or Close a Case
- Auto-Reducing and Resizing Fonts
- Case Activities
- Case Initiation
- Case Parties
- Create a Case for an Existing Contact
- Custom Filing Centers
- Document Assembly
- Electronic Signatures
- Email Multiple Forms
- Emailing Contacts Forms to Edit
- Find and Replace
- How to Add a Form to a Case
- How to Attach and Email from Cases
- How to Copy a Case
- How to Create a Case
- How to Delete a Contact or Case
- How to set Case Reminders
- Intake Wizard and Transferring to Associated Forms
- Moving Client-Uploaded Documents
- Populating Forms
- Process Steps
- Searching for a Case
- Shipments Tracking
- Sticky Notes/Type Anywhere
- Times Tracker
- Unlinking and Linking an Attorney or Paralegal
- Watermarks
- Working with Forms
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Administrative Tools
- Accessing Administrative Tools
- Account Payment Card Details
- Adding Interpreter's Info
- Advanced Authentication
- Application Settings
- Billing Items
- Case Wizard Mandatory Fields
- Changing Default Case Process Steps
- Changing Default Case Processes
- Changing Default Document Checklists
- Changing Default Forms for a Case Process
- Changing Default Process Billing Items
- Changing Default Process Letter Templates
- Changing Law Firm Billing Fees
- Creating Custom Fields
- Creating User Defined Documents
- Custom Fields to Forms
- Customizing a Questionnaire
- Default Letter Template
- Document Repository
- How to Change a Caseworker's Password
- How to Create a Default Cover Letter for Outgoing Questionnaire
- How to Create a Letter Template
- How to Create Custom Reports
- How to Enable/Disable Users
- Managing Law Firm Locations
- Re-Assign Cases to Other Users
- Scheduling a Report
- Setup an Attorney/Paralegal
- SMTP Mail Server Settings
- Subscription Payment Method
- System Processes
- Updating Caseworker Access Rights and Password
- WhatsApp Integration
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Client Portal
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Training Videos
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Administrative Tools Videos
- Advanced Authentication
- BrandingVideo
- Case Custom Field Views
- Case Initiation Request
- Caseworker Access Rights
- Conditional Rules
- Creating Custom Fields
- Custom Field Views
- Custom Questionnaire Setup
- Custom Reports Video
- Customizing Case Processes
- Default Letter Templates
- Document Repository
- eCMS: Adding Jurisdiction Info
- Form Custom Data Population
- Form Defaults
- Interpreters
- Letter Template Overview
- Smart Alerts (Video)
- SMTP Server Settings (Video)
- Views
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Caseworker Portal-Videos
- Activities Video
- Acuity Video
- Alternate View (Video)
- Archive/Close Case Settings
- Auto-Populating Forms
- Background Check
- Batch Upload
- Client Overview
- CloudStorage
- Conflict of Interest Check
- Creating a Case/Filling Out Forms
- Document Assembly Video
- e-Signatures Video
- EFiling
- Employment Based Cases
- Extractor
- Family Based Cases
- Form Tools
- Gathering Documents From Clients
- Google Calendar Sync
- Intake Form Wizard
- Linking Members
- Mail Anywhere
- Marriage History Details
- Messaging
- Office 365 Integration
- Outlook 365 Calendar Integration
- Pinned Logs
- Referrals
- Reminders
- Requesting Documents via Passwordless Link
- Sending Password-less Intake Forms
- Sending WhatsApp Messages
- SMS
- Summarizer.AI
- Tag Helper
- Tickler
- Time Keeper
- USCIS/Visa BulletinTime Tracker
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Client Portal
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