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Every case requires documents from the client. CampLegal has a feature called Document Configurations that allows a firm to define the documents they need for all case types. Therefore, every time a case is added with that case type, all the document ...
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A staff member can give access and take away access to the Client Portal at any time (when creating the client or later in the process). The key to giving access to the Client Portal is to Enable access within the Client’s Profile. Instructions Go to ...
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