Learn The Essentials
- Overview and Search (My Work)
- Review Documents
- Closing a Matter checklist
- View and Pay approved invoices
- Reopening a Matter / Engagement order
- How To: Accept / Refuse Engagement & Deliverable Orders
- How To: Close a Matter
- How To: Manage Key Personnel
- How To: Edit User Details (CSPs)
- How To: Add Deliverable Orders to an Engagement
- How To: Add a New Engagement to a Matter
- How To: Edit User Details (LSPs)
- icare Milestones
- Request Extension of Time on an Order
- Recall an Invoice not yet approved
- Complete an Order
- Recall an Order
- Edit User Details - Providers
- How to: Reassign Key Personnel
- How to View and drill into KPI results
- Edit User Details
- Reset a User's Password
- Manage Work Types
- Manage Document Types
- Link Workgroup to Panel Type
- Edit User-Defined Attributes
- Edit User Details - Clients
- Add User Defined Attributes
- What is a Workgroup
- Managing Documents