Knowledge Base
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Creating and Managing a Case
Getting Started
Troubleshooting setup issues
Getting Started
Multifactor Authentication (MFA)
Invoicing
User Management
Account Settings & Access
Integrations
Actionstep
LawWare
P4W
Creating and Managing a Case
Managing the people who can work on your case
Creating a Case
Managing your case
Adding people related to your case
Assets & Liabilities
Estate Discovery
Forms
Inheritance Tax Forms
Court Forms
Managing Forms
Estate Accounts
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Knowledge Base
Creating and Managing a Case
Getting Started
Troubleshooting setup issues
Getting Started
Multifactor Authentication (MFA)
Invoicing
User Management
Account Settings & Access
Integrations
Actionstep
LawWare
P4W
Creating and Managing a Case
Managing the people who can work on your case
Creating a Case
Managing your case
Adding people related to your case
Assets & Liabilities
Estate Discovery
Forms
Inheritance Tax Forms
Court Forms
Managing Forms
Estate Accounts
Creating and Managing a Case
Let us guide you through how to build and manage your cases
Managing the people who can work on your case
How do I assign cases to colleagues?
Creating a Case
How do I create a case?
Why am I unable to create a case?
Managing your case
Top tips for managing your caseload
How do I view all the cases in my company?
How do I find a case I'm working on?
How do I request or suggest a new feature?
How do I close a case once I'm finished working on it?
How do I delete an asset or liability that I have added to my case?
How do I export my case details to an excel file?
How do I edit the tax threshold on my case?
How do I upload documents to my case?
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