A quick overview of how firms, offices, users, and services relate to each other in CasePortal, and guidance to help you organize and manage your firm.
A quick overview of the different user roles and permissions in CasePortal, and guidance to help you set permission levels appropriately when inviting users to the system.
This article explains how to create and manage user groups in order to quickly add (or remove) many users from email alerts in a single operation.
This article explains how administrators can set firm registration preferences, and how individual users can register for (and login to) CasePortal using Microsoft Azure Active Directory SSO.
This article explains how Firm Administrators can customize which fields are required whenever authorized users make purchases in CasePortal
This article explains how to manage recipients of reports, view past reports, view cases from a past report, export cases from a past report, and resend a past report.
This article will teach you how to generate a customized billing report, providing greater insights into document purchases, Dingers setups, and Tracker setups over a given time period.
This article explains how to create and manage all aspects of custom reports in CasePortal.