-
Archiving a Case
Remove one or more cases from the case list, then restore them as needed
-
Closing a Case
Close an open case anytime, for any reason
-
Communicating with Clients through SimplyConvert
Contact clients by phone, text, or email through SimplyConvert
-
Managing a Client’s Contact Information
Keep your client’s contact information current and accurate
-
Managing Case Notes
Keep track of case activity with automatic and manual notes
-
Managing Duplicate and Dual Representation Cases
Identify and take control of duplicate and dual-rep cases
-
Referring a Case
Refer cases to other firms and track cases other firms refer to you
-
Sharing Documents with a Client
Send case documents to your client, then get their signatures and data
-
Understanding the Client Portal
Interact with your client through his or her own private web portal
-
Using Filters to View Your Cases
Control your view of the case list with the Search tool, filters, and more
-
Viewing and Editing Case Details
Record and revise critical case information on the Case Details tab