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  • Documents Overview

    • Documents Screen

    • Attaching Documents

    • Generating Documents

    • Attaching Documents

    • Attaching Documents from Email

    • Barcode

    • Document Screen Right Click Functions

    • Emails

    • Photographs

    • Share Documents

    • Documents Search

  • Calendar Overview

    • Case Calendar

    • Office Calendar Filters

    • Office Calendar View

    • Linking Appointments in Outlook

    • Appointments/Court Events

  • Litigation Screens Overview

    • Summary

    • Complaints/Answers

    • Discovery

    • Depositions

    • Motions

    • Experts

    • Outstanding Items

  • Medical Records Overview

    • Medical Providers

    • Medical Requests

    • Medical Records Requests Dashboards & Reports

  • Special Damage Overview

    • Employment

    • Lien Tracking

    • School/Other Activities

    • Other Providers

    • Special Damages (Pulls from Medical Providers & above pages)

  • Negotiation/Settlement Overview

    • Settlement View

    • Negotiations

    • Negotiation Follow-Up Dashboard

    • Settlement

    • Adding Settlement/Distribution Checks

    • Settlement Report

  • Surrogate Overview

  • Timeline Overview

  • User Configuration

    • Contact Card

    • User Preferences

    • Change Password

    • Logout

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