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Add Joint Sponsor
How to add a Joint Sponsor to an existing case? Adding a Sponsor to a case is easy and allows the user to assign a form to that person. The Members tab is the place to add-edit-view-delete the Beneficiary, Joint Sponsors and Derivatives/Dependents. ...
BI-Directional — Form data not saving
Our Bi-Directional feature takes information from the client’s profile and auto-populates the forms without having to refresh them, with Bi-Directional you can also edit/update the existing information in the forms, and it will update your client’s ...
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. ...
How-To Outlook Add-In Minimum Version
The CampLegal Add-In for Outlook enables users to link emails to cases in CampLegal platform. Using this Add-In, users can create new emails, link/unlink specific emails to a case and all incoming emails in a conversation will be automatically linked ...
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 ...