Cases

Contacts

Appointments

Tasks

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Deadlines

Reports

My Account

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Billing

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Deadlines

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Campaigns

This is the Cases Tab

Query: Case Type: All Bankruptcy Bankruptcy - Ch. 7 Bankruptcy - Ch. 13 Bankruptcy - all chapters Criminal Stage: All Lead Filed Closed Case Status: Order By: Client Last Name Client First Name Case Number Lead ID Open Date File Date Close Date Case Type Case Stage Case Status Ascending Descending Search

Lead ID	Client Name	Case Number	Case Type	Case Stage	Case Status	Open Date	File Date	Close Date

This is Contacts Tab

New Contact Query: filter1: All All All All All Filter2: All All All All Sort By: Last Name (a→z) Last Name (a←z) First Name (a→z) First Name (a←z) Search

ID	Name	Phone	Email	Address	Cases	Date of Birth

Appointments

Type: Default All Strategy Session Strategy Session Follow Up Pre-filing Meeting Schedules Completion Meeting 341 Meeting Status: All Attended Canceled No Show Rescheduled Scheduled Time: All Before On After Between Search

ID	Date	Time	Contact Name	Case	Appt Type	Status	With	Update

Tasks

Create Task Query: Status: Incomplete Pending Completed Due Today Overdue Canceled All Assigned By: All Assigned to: All Search

Action	Task ID	Status	Title	Description	Assigned By	Assigned To	Linked To	Due Date	Date Created

Query: Type: All Appt Communication Email SMS Call Form Status Note Court Email OtherTime: All Before On After Between Search

Log ID:	Type:	Date/Time:	Link:	Data:	User:

My Account:

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Admin

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