This article describes the Clients and Cases aspect on the dashboard of Unity® Practice Management
Overview
Available from the left toolbar, it gives access to all clients and cases, beginning and ends. The Clients and Cases section has many features:
- Cases Dashboard
- Filter Cases
- Filter Case Contacts
- Search Wills
- Search Deeds
- Archive Cases
Cases Dashboard
The main client dashboard, from here you can :
- View and search cases
- View Recent Cases
- Filter the search
- Create new cases and clients
Filter Cases
You can filter cases through various identifiers:
- Matter Code
- Matter Description
- Client Name
- Matter UFN
- Fee Earner
- Case Type
Filter Case Contacts
Filter Contacts by:
Search Wills
Search Wills by:
- Client Code
- Client Name
- Will Number
- Date range
- Location
- Store Number
- Notes
Search Deeds
Search Deeds by:
- Client Code
- Client Name
- Deed Number
- Roll Number
- Date range
- Address
- Location
- Land Registry
- Lender
- Notes
Archive Cases
Archive cases providing relevant details