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INTERMEDIATE TRAINING

Critical Deadlines 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)

Negotiation/Settlement Overview

  • Negotiation

  • Settlement View

  • Settlement

  • Negotiation Follow-up Dashboard

  • Fees Outstanding Report

  • Settlement Report

Medical Records Overview

  • Medical Providers

  • Medical Requests

  • Medical Records Requests Dashboards

  • Medical Records Requests Reports

Special Damages Overview

  • Other Providers

  • Employment

  • School/Other Activities

  • Lien Tracking

  • Special Damages

Litigation Overview

  • Summary

  • Complaints/Answers

  • Discovery

  • Depositions

  • Motions

  • Trial Prep

  • Appeals

  • Experts

  • Expert UDFs

  • Evidence

  • Verdict

  • Court UDFs

  • Counter Claims/3P

  • Hearings

Surrogate Overview

  • Will Information

  • Decedent Information

  • Distributees/Others

  • Letter of Administration

  • Death Compromise

  • Death Compromise Distribution

Other Overview

  • Bankruptcy

  • Arb/Mediations

  • Other Cases

  • Time Tracking

  • Funding

  • All Contacts

Timeline Overview

User Configuration

  • Contact Card

  • Suggestions

  • User Preferences

  • Change Password

  • Logout

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