How-To Create a Family Case
Once you are in your client's profile, you will click on the add case tab. If this will be a family case, you will choose family underneath category from here you didn’t need to choose which case type it will be. Please see the images below.
Creating a Family Case Video
Related articles
Page:
Page:
Page:
Page:
Page:
Related Articles
Add a Family Member as a Derivative to an Existing Case
How to add or delete a Derivative to an existing case? After the case is created, the a Family Member, who is a Derivative, can be modified in the Members tab. The Members tab is the place to add-edit-view-delete the Beneficiary, Joint Sponsors and ...
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 Create And Link Family Members
CLICK TO LEARN HOW Related articles Page: CampLegal Intake Not Creating Spouse Contact Page: How to create Invoices and link Payments to QuickBooks Page: How to select User and Billing Roles Page: How-To Autocomplete Search Page: How-To Sending ...
How-To Create a Case
CLICK TO LEARN HOW Related articles Page: Form Error 500: Unable to Open Form Page: How to send an Intake Page: How to create Invoices and link Payments to QuickBooks Page: Error uploading a Document Page: BI-Directional — Form data not saving
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 ...