Case Management

Steps to Close a File
Steps: Use your assigned credentials to access the system. From the dashboard, click on Case Management module. Click Client & Matters, then choo...
Tue, 12 Aug, 2025 at 4:02 PM
Steps to Upload a Document
Steps: Log into the system using your credentials.  On the main dashboard, locate “Case Management” module. Within Case Management, click on “Documen...
Tue, 12 Aug, 2025 at 4:02 PM
Steps to Open a Folder for Adding Document Templates
Steps: Log into the system  On the main dashboard, locate “Case Management” module. Within Case Management, click on “Document Administration,” then sel...
Tue, 12 Aug, 2025 at 4:03 PM
How to Add a Document in a Folder
Steps: Log into the system  On the main dashboard, locate “Case Management” module. Within Case Management, click on “Document Administration,” then sel...
Tue, 12 Aug, 2025 at 4:03 PM
How to Upload a Document Template
Steps: Log into the system  On the main dashboard, locate “Case Management” module. Within Case Management, click on “Document Administration,” then sel...
Tue, 12 Aug, 2025 at 4:03 PM