Using Client-Matter Inception (1.1.0)

Edited by Jonathan Smith (27-10-2014)

Welcome to the online Help for the ALB Client-Matter Inception (CMI) Case Management application. This useful module allows you to seamlessly integrate additional related tasks to the standard ALB client and matter create processes.

Getting started

What's new in this release?

Introducing the application

Installation and setup

Workspace overview

Frequently asked questions

  

Popular topics

Client inception

Workflow overview

Create a new client

Matter inception

Workflow overview

 

Create a new matter

Customising the workflow

Getting help and support

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