Basic Webinar - Training Curriculum

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• Configuring Panels

• Filtering Panels

• Sorting and Column Preferences

• Context Menu (filtering within panels)

Searching for Cases

• Top Search

• Recent Cases

Case Wizard

• Dynamic Case Type Search (links to previously used case types/sub types)

• Adding Plaintiffs/Non-Party Contacts

  • Conflict Search

• Adding Defendants

• SOL Automation

• Incident Questions

• Injury

• Source

• Reject, Accept & Generate Retainer, Generate for Review

• Tools → Incomplete Cases

Review Case Summary

• Case Details

• Edit Case button

  • Impacts of changing Incident Date and Case Type

• Case Tags

• Case Panels

• Right-Click Functionality for Contacts (Mini Contact Card)

• Quick Add Tool Bar

• Texting

• Email

• Retain

• Close

• Left Menu on Summary Page

General Section

• Incident

• Critical Comments

• Court

• Investigations

• Photograph

• Retainer/Referral

• Disbursements

Notes Overview

• Notes Screen

• Quick Notes

• Notes Search

Tasks

• Creating tasks

• Tasks Screen

WorkPlans Overview

Critical Deadlines

• Overview

• Adding critical deadlines

• Marking deadlines complied

Plaintiff Section

• Summary

  • Adding Plaintiff

  • Other Plaintiffs

  • Non-Party Contacts

• Injuries

• All Vehicles

• All Insurance

Defendant Section

• Summary

  • Replace Default Defendant

  • Add Defendant

• Attorneys

Additional Sections:

• Other - All Contacts

• Other- Time Tracking

Contact Overview

• All Contacts

• Contact Search

• Contact List

• Add Contact

• Mass Action

Case Browse

• Select Columns to Show

• Date Range / Relative

• Filtering

• Favorite Searches

• Recent Searches

• Column Configuration & Filtering

• Mass Update

• Grouping by Columns

• Save Filter to Favorites

• Case Review List

• Favorite Filters in Toolbar

Help

• Page specific help buttons at top of screen

• Knowledge Base

• Tip of the Week

• User Manual