- How to delete a case
- How do I mark a client as Vulnerable?
- How do I add another case for an existing client
- Where is the cases page located?
- How to add a new case (client) to the system
- How do I transfer a case?
- How do I transfer a protection case?
- How do I delete a Client?
- How to download a copy of case notes
- How to view case notes
- How to add a note to a case
- How do I add a second applicant?
- How to add a second applicant to a case with someone who already has a case with a second applicant.
- How to add a case for existing client(s)
- How can I send/resend a Fact Find Invitation?
- How to mark a case as Not Proceeded With (NPW)
- How to reopen a NPW case
- How to download basic client information
- Where are filters located and what does each filter do?
- Claiming your Proc Fee from L&G
- How do I restore a client to a case?
- How can I edit or update information on a completed case?
- How to add a solicitor to a case