Ticklers

MORE TO COME   "Now" refers to physical clock. If created when defining a case type, "now" means "from the time the case is created". So, the very first step would usually have a time of "now" if it needed…

Case Types

Case Types allow you to give structure to your cases and do a lot of the setup for redundant tasks that every case requires. Defining a Case Type is basically creating a list of steps that can be checked off…

Creating a Questionnaire

  [vc_row][vc_column][mvc_button btn_icon="fa fa-pencil-square-o" btn_text="What is a Questionnaire" btn_size="18px" btn_url="https://www.harmonylegal.com/knowledge-base/what-are-questionnaires/"][/vc_column][/vc_row]     Questionnaires are a great way to collect data from a client that requires branched logic — if this, then that. If you don't need any logic and just…

Forms

      Forms are a great way to collect linear data, organized data from clients. Unlike questionnaires which collects data that requires branched logic — if this, then that — forms simply collect data with no logic. A great…