Case Management
Manage cases efficiently with detailed instructions and best practices for tracking client information.
Creating and Editing Task Templates
What do I do with an active case?
Assigning or updating case IDs
Adding logistics information to a case
Sending a Photo to the Family for ID Verification
Getting the Death Certificate Working Copy Verification
Marking a Case as Complete
Deleting a Case
Clean out your case list by archiving cases
Custom Outbound Emails (Beta)
Getting Started with Contracts
How to Create a Contract
Sending a Contract for Signature
Getting a Contract E-Signed in Person
Revising a Signed Contract (Missing DOD or Address)
Sending an Invoice & Request for Signature on a Contract
How to Quickly Generate a Contract from an Invoice
Settings: Require Purchaser Address for Signatures
Settings: Customizing the Contract Template
Understanding the Documents You'll Use with Your Customers: Contract, Invoice, and Receipt
How do I begin? What do I do with a price shopper?
Sending a Price Shopper Email
Remembering information about a price shopper using notes
Updating information on a price shopper
Disabling Email Reminders
Seeing all active Shoppers
When a price shopper becomes an active case
Seeing all Shoppers that are no longer active