Case Settings

CONTENTS

Configure Case Number (Page 6) - 00:00
Configure Case Name(Page 7) - 07:45
Configure Alerts (Page 7) - 09:09
Configure Retained Status(Page 7) - 13:43
Configure Retainer Staff (Page 7) - 39:18
Configure Refer Out Rules (Page 7) - 40:57
Configure Fee Structures (Page 7) - 45:00

Configure Case Values & Disbursement Limits (Page 7) - ???

https://smartadvocate.atlassian.net/l/c/1CcEcvwq

 

Visit smartadvocate.com/support for other help options including how to access our Support Tracker and Daily Office Hours sessions.