A case brings operational records and permitted financial and communication tools into one place.
Use Finances for time, expenses, invoices, retainers, and financial summaries available to your role. Verify the case, service, rates, dates, and supporting details before saving financial work. A budget is an internal authorization limit; it is not an invoice or proof of payment.
Use Reports to generate and manage reports where authorized. Available templates can be limited by case type. Review the selected case data and generated output before delivering it to a client. Missing information may reflect permissions or restricted records.
Use Emails for permitted case correspondence and history. Before sending, check the recipients, subject, content, and attachments. Access to a case does not mean every user may send email or view every communication.
Confirm required documentation and reports are complete, review outstanding financial work, and ensure communications have been handled. A closed or read-only status can restrict further financial entries, email, and report generation.