Fees & Billing
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AML Risk Centre
CaseLoad Executry
Clients, Contacts & Matters
Document Management
Fees & Billing
Leads Management
Matter Management
Time Recording
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Editing Draft Fees
In this video, we will go through how to make edits to a Draft Fee in Caseload
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Generating Fees
In this video we will go through how to use the fee generation wizard to create a Draft Fee in Caseload
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Running a Timer
In this video, we will walk through how to track your fee activity in real time using the running timer feature in Caseload
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Sending Fees to Clients
In this video we will go through how to send fees out to clients in Caseload
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Working with Timesheets
In this video, we will look at timesheet activity to add, amend & delete entries. Plus how to post timesheet
