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Version 1.0 (2017)
Case Management
Getting Started
Getting Started

Some help articles to get you started with CaseEasy

Rafael avatar
Written by Rafael
Updated over a week ago

CaseEasy provides several features to help automate your practice, to get started follow these easy steps:

  1. Integrate your email account

  2. Setup your first email template

  3. Create your first case

  4. Send your client an Assessment Questionnaire

  5. Configure your Retainer Agreement

  6. Send Agreement to Client

  7. Review Client Portal features

All Cases automatically get created as Prospects, to convert a Prospect to a Client, simply click the Convert to Client button found under their Case.
Please see How to convert a Prospect to Client

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