Every case requires documents from the client. CampLegal has a feature called Document Configurations that allows a firm to define the documents they need for all case types. Therefore, every time a case is added with that case type, all the document requests will automatically be added to the case.

Instructions

Before adding a case, go to Document Configurations, define the documents you need for the case then add the case. You’ll never have to manually add those document requests for the case type every again.

1. Go to Document Configurations - Click Settings from the dropdown beneath your name.

   

2. Click the Document Configurations tab.
   

3. If you’ve never configured any Document Configurations you may want to Load Default Documents. We worked with another firm that already had a list of document requests across about 60 different case types. After loading the default documents, you are able to edit and delete them. They are used as a starting point.

   

4. You can filter the list by using the dropdown on the top left. In the screenshot below we are filtering by the case type ‘Advanced Parole Application (I-131)’:

   

5. In the screenshot above are all the document requests that will automatically appear a case with the case type of ‘Advanced Parole Application (I-131)’.

6. In the Case Type column, notice the ones labeled as Default, this means that all of these document requests will be added for every case, regardless of the case type.

7. In the above example, ‘Applicant Passport’ has the Assigned To as Beneficiary, if Mr. John Davis is the beneficiary of the case, the system will add a document request and assign him the request when the case is added to the system. The Petitioner and Beneficiary Assigned To, this will add two separate Document Requests, one for the petitioner and one for the beneficiary (if the case does not have a beneficiary, the system will only add the request for the petitioner.

8. What is a Document Request? In the system, the document requests are labeled as ‘To Be Uploaded’.

   

9. A document can be upload within the firm portal or by the client in the client portal. Or a staff member can be marked as RECEIVED
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Hint:  If you’re using the Document Reminders, only the documents labeled as ‘TO BE UPLOADED’ will be part of the email.  As documents are uploaded or marked as ‘RECEIVED’ those document requests will not be part of the document reminder emails to the client.