Related Articles
Client Portal and Questionnaire
Here's a quick recap of this feature: Client's email will be their login, and password can be reset within their Contact Details Page. Instructions Client Portal Submission Status is about the first step to the client portal, where the Client will ...
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 Give Access to the Client Portal
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 ...
Can I Merge The Data If I Created Two Records For The Same Client?
In our system, you’re not able to merge data if you created two records for the same client. Unfortunately, you’re going to have to manually input the data for whichever client profile you choose. Related articles Page: Form Error 500: Unable to Open ...
How-to Video: Tracking
Set-up Tracking Configurations to automatically add records to Track, Notify and Remind. This feature will help firms notify themselves and the client for potential cases without having to remember. The system will automatically send custom emails ...