CASE
327 articles
- Add a Custom Description to the "Other" Case Type
- Mark a Case as a Lead Case
- Request a Case Grade for Approval
- Set a Case Grade
- Reset a Case Password
- Remove Password Protect on a Case
- Password Protect a Case
- Add a Case to the High Value Cases Report
- Unlink a Case
- Add or Edit a File Location on a Case
- Add a Case Task
- Add a New Case
- Add a Note in 8am CasePeer
- Add a New Case to an Existing Client
- Change a Case Status
- Close a Case
- Create New Linked Case
- Delete a Case
- Delete a Client
- Direct a Case Note to Someone
- Edit Case Type
- Edit or Assign Workers on a Case
- Link a Case With an Existing Case
- List of Case Statuses
- Move a Case From Intake to Signing
- Print a Case
- Mark a Case as Rejected
- Retain a Case
- Update Case Index Information
- Update Critical Case Note
- Select a Category on a Case Note
- Indicate a Client is Deceased
- Sort Client Insurance
- Add a UM or UIM Adjuster
- Add Adjusters to a Client Insurance
- Add a Client's Property Damage
- Add a Key Contact to a Client
- Add a Note to an Adjuster Contact
- Add a Client Insurance
- Delete a Client Insurance
- Edit Adjusters on a Client Insurance
- Edit Date of Intake
- Edit a Client's Property Damage
- Edit Client Information
- Edit the Retained Date
- View Adjuster History on the Client Tab
- Update a Defendant's Address
- Why Does a Defendant I've used Before Not Show on the Defendant Search Results?
- Why Don't I See the Option to Search for a Defendant?
- Sort Defendant Insurance
- Defendant Search
- Add a Defendant
- Add a Defendant Insurance
- Add Legal Representation
- Add a Note to an An Adjuster Contact
- Add Adjusters to a Defendant Insurance
- Delete a Defendant
- Delete a Defendant Insurance
- Edit Legal Representation
- Edit Adjusters on a Defendant Insurance
- View All Defendant Details
- View Adjuster History on the Defendant Tab
- How many pixels can a photo be when uploading into 8am CasePeer?
- Rotate Photos
- Block Email Signature Photos
- Download Multiple Photos from the Photos Tab
- Mass Delete Photos from the Photos Tab
- Drag Photos to Documents, to the Desktop, as a File, or with Email
- Add Photos
- Edit a Photo
- Delete a Photo
- Download All Photos of a Case
- Download a Photo
- Add a Photo to the Home Tab
- Records on Time (previously Rob Levine Legal Solutions) Integration Troubleshooting
- Where do Records on Time (previously Rob Levine Legal Solutions ) Save?
- Request Records through Records on Time (previously Rob Levine Legal Solutions)
- Activate Records on Time (previously Rob Levine Legal Solutions ) on the Case
- How do I Track Doctor that is Part of a Larger Organization?
- Add an Existing Provider to Case
- Add a New Health Provider Specialty
- Add a New Provider to Case
- Clear Records and Billing Requests
- Cost Request for Medical Records
- Delete a Provider From a Case
- Edit a Provider on a Case
- How are the Billing Amounts on the Medical Treatment Tab Typically Used?
- Mark a Health Provider as "Do Not Use"
- What is the Different Between the Signed and Filed Lien Checkboxes on the Medical Treatment Tab?
- Sort the Health Providers on the Medical Treatment Tab
- Submit a Cost Request for Billing
- Update the Billing Status
- Update the Client's Treatment Status
- Update the Records Status
- View Provider History
- When to Use the Lien Holder Contact on the Medical Treatment Tab
- Record a Retainer Fee or Payment from a Client
- What is the Difference Between the Fee Logic Percentages 33 1/3% and 33.33%?
- Approve a Fee Change Request
- Make a Fee Change Request
- Track an Advance or Partial Payment to a Client
- Add Fees for a Non PI Case
- Accept a Settlement Offer
- Accept a Final Bill or Lien Reduction Amount
- Add a Third Party Demand
- Add UM/UIM Demand
- Add a Settlement Offer
- Add a Third Party Medpay Request
- Add a Client Medpay Request
- Track Fees for a Referred or Subbed Out Case
- Archive Inactive Demands
- Delete Items From the Client Trust
- Delete a Demand
- Edit a Medpay Reimbursement
- Delete a Medpay Check
- Delete a Medpay Request
- Delete a Settlement Offer
- Deposit a Medpay Check
- Deposit a Settlement Check
- Edit a Demand
- Edit Fee Logic on a Demand
- Edit a Settlement Offer
- Edit or Reduce Running Costs on a Case
- Edit MedPay Fees
- Edit COPP Charges on a Case
- Edit Property Damage Fee on a Case
- Update a Medical Bill or Lien Amount on the Settlement Tab
- Split Fees on a Case
- Unaccept a Medical Bill or Lien Amount
- Unarchive a Demand
- Use the Worksheet on the Settlement Tab.
- Update Status of Settlement Offer
- Issue a MedPay Reimbursement
- Stage COPP Charges for Disbursement
- Issue Payment for Running Costs
- Track Payments or Issued Checks on the Settlement Tab
- Issue Attorney Fees Reimbursement
- Stage a Property Damage Fee for Disbursement
- Issue a Client Check
- Client Trust Reimbursement
- Take Fees on a Settlement Check
- Take Medpay/PIP Fees
- Add a Litigation Event Plan to a Case
- Why is the Case Name not Showing on a Litigation Calendar Event?
- Edit Multiple Litigation Event Statuses
- Remove Litigation Event Plan Events from a Case
- Add Litigation Event Plan Events to a Case
- Delete a Judge
- Add Litigation Event
- Calculate Litigation Dates
- Edit Litigation Event
- Remove CalendarRules Events From a Case
- Add Judge or Arbitrator to a Case
- Edit Judge or Arbitrator
- Add a Mediator to a Case
- Edit a Mediator
- Add a Court to a Case
- Edit Court Details
- Edit Defendant Service Dates
- View Generated Templates
- Share a Document Link from 8am CasePeer
- Add a Default Folder Structure to a New Case
- Create Document Folder Templates
- Delete a Document or Folder
- Add a Folder on the Documents Tab
- Create Document Subfolders
- Locate a Document ID
- Add a New Version of an Existing Document
- Download Multiple Documents from the Documents Tab
- Access a Document Using Tab Access
- Create a Shortcut to View a Document on a Case Tab
- Delete a Document
- Download a Case Document
- Download a Document
- Edit Document Details
- View a Document
- Upload a Document to a Case
- Add a Document Folder Structure or Folder Template to an Existing Case
- Where Do Client Portal Messages, Photos, and Documents Appear?
- Review Documents Uploaded in the Client Portal
- How is the Client Notified If Something Added to Their Client Portal?
- Client Portal Troubleshooting
- Remove a Message from the Client Portal
- Remove Documents from the Client Portal
- Add Photos to the Client Portal
- Activate or Reactivate Client Portal
- Deactivate Client Portal
- Invite Your Client to Join Client Portal
- Who Receives Messages from Clients through the Client Portal?
- Reset a Client's Password on the Client Portal
- Share a Document Through the Client Portal
- Send a Message through Client Portal
- Who Receives Notifications For Documents or Photos Uploaded to the Client Portal by the Client?
- Who Receives the Notifications When a Client Uses Their Client Portal?
- What is the Difference Between the Various Referred Case Statuses?
- How Do I Share a Case?
- Case Status For Cases Referred to Another Law Firm for Litigation
- Where Should Worker's Comp Liens Be Added?
- Wrongful Death Cases Best Practices
- What Note Categories are Available in CasePeer?
- Where to Track Gross Receipt Tax on a Case?
- Can I Add More Than One Primary Contact to a Case?
- What Case Types are Available in CasePeer?
- How is Case Age Calculated?
- Where Should Client Costs Be Added?
- Is There a Character Limit on Tasks?
- How is the Pro Rata Calculated On a Case?
- How Does CasePeer Calculate the Pro Rata Amount for Medical Bills on the Settlement Tab?
- What Case Status Should I Use When I'm Waiting For Medical Records or Bills To Come In?
- What Is the Trivial or Minor Check Box Used For?
- What Triggers the Last Touched Date of a Case?
- What is the Difference Between the Subbed Out vs. Subbed Out Closed Case Statuses?
- What is the difference between Referred Open and Referred Accepted Open case statuses?
- What Does COPP Stand For?
- Where Do I Add the Law Firm for Cases that go to UM/UIM Litigation?
- Why Are My Notes Not Showing Up On the Right Hand Side of My Case?
- I Marked a Case as Filed, Why Do I Still Get Statute Notifications?
- Where do Lead Docket Cases Go?
- Why Doesn't the Dropdown Arrow Show on the Settlement Fees Section on the Settlement Tab?
- What Does EO Stand For in UM/UIM Limits?