Case Update List

Case Update List

Please go here to add your Case Update List:



You are able to choose your color and type of case update.

Also, Case Updates works with your Case Notes Subject if you click ‘Yes’ so you can add a Case Note and make it your last case update as well.

The purpose is for users to have the Case Status, Case Milestone, and Last Case Update to have a good idea of where the case is at in the process without having to read through all the Case Notes.




    • Related Articles

    • My Cases Are Not Showing Up In My Case List

      If you created a new case and it is not showing up in your case list, make sure your search filters are in the correct format. CampLegal remembers your “last searched” Related articles Page: Form Error 500: Unable to Open Form Page: How to send an ...
    • How-To Update Case Status

      CLICK TO LEARN HOW Related articles Page: Form Error 500: Unable to Open Form Page: How to send an Intake Page: Error uploading a Document Page: BI-Directional — Form data not saving Page: Spanish Article: BI-Reporting
    • Add or Delete a Beneficiary to an Existing Case

      How to add or delete a Beneficiary to an existing case? After the case is created, the Beneficiary can be modified in the Members tab. The Members tab is the place to add-edit-view-delete the Beneficiary, Joint Sponsors and Derivatives/Dependents. ...
    • Send a PDF for Signature with Acrobat DC Pro

      Adobe Reader lets you sign PDFs and incorporate that signature into the file. If you are viewing a PDF on the web, download the PDF first before you sign it. Some documents have security applied that prohibits electronic signatures. In Adobe Reader ...
    • How to Add an Invoice to a Case

      This article will give instructions on how to create an Invoice within a Case. If you have QuickBooks Online, CampLegal will also create an Invoice in QBO. Please refer to this link for QuickBooks: Enabled Access for CampLegal Instructions Use the ...