Matters
At a glace see which leads converted to a hired matter and view matter history.
See all articlesAppointments
Add a booking link on your Firm website or email a client an invite to schedule their appointment.
See all articlesView referrals, lead intake, instant consult booking
Review and respond to new referrals, accept the referral to add a new lead to your pipeline. Send potential clients a link to book their consultation.
- How to manage referrals, intake a new lead and send a booking link in Qase
- Connect Your Calendar
- Intake A New Lead
- The Qase Client Portal
Troubleshooting
- Need help?
- Take a guided tour of the Qase platform
- I'm using Chrome and I can't view my PDF files
- I forgot my password. How do I reset it?
For Clients: FAQ's
- How do I book a free consultation?
- How do I connect with my lawyer for my initial consultation?
- How much does it cost to use Qase?
- How do I get started in Qase?
- Will Qase share my information?
For Clients: Your Qase Account
- What information is required to complete my profile?
- I've created my Qase account, how do I book a consultation with a lawyer?
- How do I verify my email address?
- How do I turn off notifications?
For clients: Working with your lawyer in Qase
- How do I accept the Terms of Engagement from my lawyer?
- What should I do if my case request was declined?
- How do I accept a pending task request?
- What case activity can I view in the Overview?
For Lawyers: Your Qase Account
- How do I get started in Qase?
- How do I add my practice areas and rates to my account?
- How do I set my business hours and connect my calendar to Qase?
- How do I change my business hours when I am not available?
For Lawyers: Billing, Invoices, Transactions
- How do I bill my client and receive payment?
- How do I invoice a reimbursable expense?
- How do I change a case billing type?