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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 ...
How-To Tasks Configurations
CLICK TO LEARN MORE Related articles Page: CampLegal Intake Not Creating Spouse Contact Page: Can't see Google Calendar events in Camplegal after connecting my Google Account. Page: How to select User and Billing Roles Page: BI-Directional — Form ...
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 Case Settings
CLICK TO LEARN HOW Related articles Page: CampLegal Intake Not Creating Spouse Contact Page: How to create Invoices and link Payments to QuickBooks Page: Can't see Google Calendar events in Camplegal after connecting my Google Account. Page: How to ...
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 ...