Recent Matters & Leads Quick Access

  • Updated

00:01: This video will demonstrate how to access your five.

00:04: Most recent matters and leads within CARET Legal.

00:09:

00:11: This feature allows you to quickly move between frequently used records without

00:14: having to search for them each time.

00:18: On the right side of your screen, you'll see a small collapsible arrow panel.

00:23: To open your Recent Matters and Leads list, simply click the arrow.

00:29: This opens a quick access menu displaying your timers along with your most recently

00:34: viewed records.

00:38: Below your timers, your five most recent matters and leads appear as clickable

00:42: hyperlinks, making it easy to jump back into active work without navigating through

00:47: multiple menus or performing another search.

00:52: This feature is especially useful when multitasking between clients, following up on

00:57: intake leads, or switching between active cases throughout the day.

01:05: This video has demonstrated how to access and use the recent matters and leads

01:10: feature within CARET Legal.

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