Yes. You can enter retainers into the billing items area. In that same area, you (or staff) can enter expenses and billing related to that case. Part of our video tutorial on Billing and Invoicing covers how to enter and track retainers. We are ...
Yes. You can certainly link your case management system login address to your website. On your end, you could call it whatever you want. Using your example, if you want it to be at PI.com/video all you would have to do is tell that link to point to ...
Yes. Every user has a username and password. They will go to a unique web address for your company that you pick upon setup. Once logged in, the investigator would click on the case they want to upload video for, click on the video tab, pick the ...
Yes. You can place a link on your website which will direct your staff, vendors and clients to your secure login page. This provides convenient access for everyone and improves your company image as well when clients and other potential customers ...