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Screen Shots |
Final Information
Use Final Information as your matter reference page. Keep track of the progress of the matter or client by changing it's status. Both client and matter status options can be customized to best fit your organizational needs. For example, if you are finished with a probate case, you can mark the matter as Complete and this will be reflected on Document Manager.
You may enter detailed information regarding the matter or the client on the Final Information screen. For example, you may enter the case number or detailed notes specific to that matter, which is another tool for you to keep your client information organized.
The same form tips shown on View/Print Documents will be in a list format on the Final Information screen. Print out the statutes and filing information specific to the generated documents for your reference.
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