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DearLegal
Lead Docket
Litify
Salesforce
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Getting Started
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Onboarding Guide
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Knowledge Resources
Knowledge Resources
Read How To Guides & Knowledge Articles for Case Xchange
Provide Referral Instructions to Partner Firms
How to Create a User
Account & Setup
Update Your Firm's Case Type & Jurisdictions
User Role Definitions
How to Create a New User
How to Resend a Users Invite in Case Xchange
Update Who Receives Email Notifications
Using Case Xchange
Status Explanation
Messaging Partner Firms
Status Transitions
Using Analytics
List of Accepted Case Types
Import/Export
Bulk Updating Existing Cases
Private Networks
An introduction to Private Networks
Accepting a Request to Join a Private Network
Onboarding Firms to Your Network
Routing Rules and Waterfall Routing
Setting up Routing Rules
Case Expiration and Notifications
