How to Update a Legal Status Order

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This will cover how to complete questions in an existing Legal Status Order using the Client Orders (Client) screen.  With your client open, click the Search icon   Type Client […]

How to View Legal Status in Orders (My Office)

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Orders (My Office) Is another place you can view legal status orders   Click on the Search icon.  Type Orders in the search bar.  Select Orders (My Office) from the search results.  To […]

How to Change the Client’s Legal Status

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A client’s legal status is managed through Legal Status orders. To change Legal Status, you will modify the existing Legal Status order. With an active client selected, click the Search […]