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Cases
Create new cases “Matter” and add all details about the court address, case number, client.
Assign team members to each case.
Add multiple members and share the cases with clients.
Edit permissions and controls to manage client access.
Set an estimated budget (optional) and create milestones for cases
Attach cost and summary to milestones and change the status through the drop-down menu.
A tab on recent activities of a case and also a graph about progress.
Check your tasks’ details under project details with the help of the Gantt Chart.
Access the task board and assign tasks to the team members.
Share documents and case files with the client and team members.
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Dashboard
Use the “Setting icon” (Grear icon) to control members and client access for each part of the Case such as (Members, Files, Activity etc..)
Control what sections your client can reach.
Import and export cases list and details to excel file.
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Dashboard
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