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 ...
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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 ...