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How to Create a Client Questionnaire
CampLegal dynamically creates the client questionnaire when PDF forms are assigned to members of the case. As a user assigns forms to a member of the case, the system automatically adds questions to questionnaire, the user does not have to do ...
How-To Update Case Status
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How-To Create an Invoice
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Creating a Lead and Client Profile
Click on "Quick Actions," (on the upper right corner of the screen) to create a lead profile or client profile. Please see the image below and where the arrows point. Creating a Lead Video Creating a Client Video Related articles Page: Searching ...
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 ...