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Create a Soluno Client Casefile from Casepeer
Create a Soluno Client Casefile from Casepeer
Updated over 6 months ago

There are two ways to create a Soluno casefile from CASEpeer:

Create the casefile from within the case:

  • Navigate to the case and select the dark green dropdown at the top right corner of the page.

  • Select Create Soluno Casefile from the dropdown.

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  • A pop-up window will appear. Click Confirm.

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  • The Casefile should now appear in Soluno.

Create the casefile from the Cost Management Screen:

  • Create the cost item in the client's case, and then navigate to the Management Costs screen.

  • Click on the dropdown arrow in line with the cost and select Create Soluno Casefile.

  • A pop-up window will appear. Click Confirm.

Screenshot 2023-09-20 at 3.24.41 PM.png
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