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Create a New Individual Case Record

Create a New Company Case Record

How to convert a Prospect to a Client

Add Another Case to an Existing Client

Our E-Signatures feature is powered by CaseEasy Sign which allows you to get documents signed faster than ever.

E-Sign Via CRM

Adding Co-Applicants to a Case (Individual)

The Client Portal enables your client to make payment, complete forms, upload documents and more!

Client Portal

Adding Users to a Company Case

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01. Case Management

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