|
Out of the Box utilizes what we call an Action List that provides you with an easy to use, comprehensive, and customizable list of all the actions you might need to take in a particular case.
 Simply select the Matter that needs your attention, and then activate the Action List by pressing the Trigger button.
All the actions you can take in a case are available to you in an easy to use and understand folder structure.
Quickly add a medical records request ...
a new Actor record for a recently retained expert ...
or you can add your client's lost wages into the Damages Center.
All OTB Practice Templates contain a comprehensive Action List with dozens of practice-specific actions that can be modified and easily enhanced. |
Products