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Productivity Tip: Save Time with Manage Cases

Rapid Legal > Tips & Info  > Productivity Tip: Save Time with Manage Cases

Productivity Tip: Save Time with Manage Cases

Are you taking full advantage of all that Manage Cases has to offer within your Rapid Legal account?

 

Manage Cases saves you time as you are able to place a new order on existing cases without having to re-enter the case information.

 

All it takes is three easy steps:

 

  • Once you are logged into the Customer Portal, click on “Manage Cases”.

 

Manage Cases

 

  • You can filter the cases with activity within the last 90 days (default view) by typing the Case Name or Case Number in the search box. The list of cases will be filtered as you type in your keywords or numbers.

 

Filter Cases

 

  • When your case appears, click on “Place Order” to create a new order on this case without having to re-enter the case information. You can also click on the + icon next to the case name to see orders and documents associated with the case.

 

Place an Order

 

It’s really that simple!

 

In Manage Cases, you are also able to view, print, and download case details, associated orders and documents.

 

For more details, view our full user guide on Managing Cases and Documents.

 

Need more assistance on Manage Cases or placing an order? We’re here to help.

 

-The Rapid Legal Team

operations@rapidlegal.com

800.366.5445

 

P.S. For a limited time, you can schedule a complimentary 15-minute call with a Rapid Legal Account Manager today to get a COVID-19 court update and more.