Case Functions

From PikaDocs

On the Pika home page, under the “Frequent Tasks” header, there are four links related to the case list. To view open cases on which you are assigned as primary or secondary counsel, click the “My Open Cases” link. To view closed cases for which you served as primary or secondary counsel, click the “My Closed Cases” link. To view all open and closed cases in your organization, click “All Cases.” If you want to narrow your case search by parameters such as client name, counsel, status, funding, and open/closed date range, use the “Case List Options” link to define your search parameters.

Next: A Note About Case Notes