Cases: Module Overview

The Cases module lets you manage the firm's entire matter portfolio from one place.

What you can do

• View all cases
• Search and filter cases
• Create new cases
• Edit existing cases
• Track activities and deadlines
• Manage documents and tasks
• View financial data
• Communicate internally between collaborators

Note:  System administrators can view all cases. Users without administrator permissions see only the cases they created or on which they are assigned as collaborators.

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