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Lets us show you how to Manage your Events.
How it works
Planned Events
Instantly update the event date or status if you are completing a planned event.
Email the event or reply to your client straight from the planned events window.
How it works
Matter Management
- Fee earner filtering/grouping
- Created by selections to show ability to capture snapshots of data
- Show balances and maybe filter on them, explain ability to export to excel
- Group or filter on the work types
- Show the ability to hide columns and set as preferred views
- Then save view as your default or apply this as default view to all users
- Recent (last 20 clients/matters) & Favourites (selectable by drag and drop)
How it works
Matter View
- View data pages, specific to your work types, which can be customised by user.
- The accounting tab shows you the balance drop downs.
- Linked Companies, allows you to add and remove with document production available.
- Events view; gives you a document preview, email preview and can be switched on and off.
- Documents view shows all available attachments/emails (ability to filter or search for specific documents)
- Electronic File View will show all matter correspondence from beginning to end.
How it works
The ‘new’ button at Matter Level
- Create a new event for a client and add attachments.
- Creating a new email with built in MS Outlook integration allows you to send a quick email to the client which is then saved back to CaseLoad as an event.
- Add new persons, address or linked companies.
- New text message to clients work with similar behaviour and an audit trail is created to show when the text was sent, which is also saved as an event.
- Adding a new time entry gives you access to all charge categories associated with the matter work type.
- Court Diary appointment is available in the drop down menu to allow you to add new appointments in a quick action.
Benefits of using CaseLoad and The Link App
- Easily change event dates
- Send emails directly back to the client
- Send texts to clients from planned events
- Complete actions to mark events as done
- Add events to your calendar
