How-To Update Case Status

How-To Update Case Status



    • Related Articles

    • Case Update List

      Please go here to add your Case Update List: You are able to choose your color and type of case update. Also, Case Updates works with your Case Notes Subject if you click ‘Yes’ so you can add a Case Note and make it your last case update as well. The ...

    • 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

    • Add New User To My Account

      To add a new user to your account. Please email support@camplegal.com the following information. User Details: Name (first/last): Email: Title: Receive Text Notifications (yes/no): User Role: Billing Role: User Roles: Admin - Access to everything. ...

    • 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 ...

    • 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 ...