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Old Version 2

changes.mady.by.user Emily Doane

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New Version 3

changes.mady.by.user Carly Ventura

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  1. Go to the appropriate matter.

  2. Click on the ‘Status’ button.

  3. Image RemovedImage Added

  4. Choose Activate matter to activate the prospect or matter.

  5. The Tab Header will now identify the case as a client instead of a prospect.

    1. Note: A case number is automatically populated with as well as the intake date set as the current date.

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