Admin/Settings
- How to update your users permissions?
- Adding Stages and Descriptions to Practice Areas in Case Status
- Turning On/Off Inbox Notifications
- Case Status: Introduction Video
- Case Status Feature: How to Convert a Spreadsheet to .csv file
- Case Status Feature: How to Create Smart Message Templates
Case Actions
- How to set up a Minor or Elderly Parent Matter -Guardian ad Litem
- Practice Area Automations 204: Checklist Template Automations
- Practice Area Automations 203: Treatment Reminders
- Practice Area Automations 202: Recurring Message Automation
- Checklist Templates 101
- Case Status Feature: Creating Checklist Templates