Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

INTERMEDIATE TRAINING

...

Negotiation/Settlement Overview

...

Negotiation

...

Settlement View

...

Settlement

...

Negotiation Follow-up Dashboard

...

Fees Outstanding Report

...

Documents Overview

  • SOLs

  • Plaintiff SOLs

  • Critical Deadlines

...

Calendar Overview

  • Case Calendar

  • Office Calendar

  • Appointments/Court Events

  • Tasks

  • Critical Deadlines

  • Work Plans

...

Documents Overview

  • Caption

  • Generation

  • Template Creation

  • Attachment

  • Photographs

  • Barcoding

  • Document Screen

  • Document Search (in Tools)

  • Documents Screen

  • Attaching Documents

  • Generating Documents

  • Attaching Documents from Email

  • Barcode

  • Document Screen Right Click Functions

    • AI Demo

  • Emails

  • Photographs

  • Share Documents w/ Document Upload

  • Client Fillable Questionnaire

  • Tools → Documents Search

Calendar Overview

  • Creating Appointments

  • Case Calendar

  • Office Calendar Filters (setting/saving them)

  • Office Calendar View

  • Linking Appointments in Outlook

  • Scheduler Link

Litigation Screens Overview

  • Summary

  • Complaints/Answers

  • Discovery

  • Depositions

  • Motions

  • Experts

  • Outstanding Items

Medical Records Overview

  • Medical Providers

    • Enter Visits, Bills & Payments

  • Medical Requests

  • Medical Records Requests Dashboards

...

  • & Reports

  • Injuries

Special

...

Damage Overview

...

  • Employment

...

  • Lien Tracking

  • School/Other Activities

...

  • Other Providers

  • Special Damages

...

  • (Pulls from Medical Providers & above pages)

Negotiation/Settlement Overview

...

Summary

...

Complaints/Answers

...

Discovery

...

Depositions

...

Motions

...

Trial Prep

...

Appeals

...

Experts

...

Expert UDFs

...

Evidence

...

Verdict

...

Court UDFs

...

Counter Claims/3P

...

Other Overview

  • Bankruptcy

  • Arb/Mediations

  • Other Cases

  • Time Tracking

  • Funding

  • All Contacts

...

Timeline Overview

User Configuration

...

Contact Card

...

Suggestions

...

User Preferences

...

Change Password

...

  • Settlement View

  • Negotiations

  • Negotiation Follow-Up Dashboard

  • Settlement

  • Adding Settlement/Distribution Checks

  • Settlement Report

Surrogate Overview

  • Will Information

  • Decedent Information

  • Distributees/Others

  • Letter of Administration

  • Death Compromise

  • Death Compromise Distribution

Timeline Overview

Help

  • Page specific help buttons at top of screen

  • Knowledge Base

  • Tip of the Week

  • User Manual