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Help Center

For Lawyers - Working with your client online

For Lawyers - Working with your client online

Can I use Qase to facilitate client identification?

How do I add a case coordinator to a case?

How do I send the Terms of Engagement to my client and receive their acceptance?

How do I transfer a case to another lawyer in Qase?

New Consultation Appointment Requests

How do I convert my initial consultation appointment into a paying client?

How do I connect with the client for the initial consultation appointment?

How do I view my new consultation requests?

How do I reschedule a consultation request?

How do I decline a consultation request?

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Appointments

How do I schedule a new video call appointment?

How do I connect with a client who does not want to join by video call?

What Qase features can I use while on a Video Call?

How do I schedule a billable appointment?

The Case Dashboard

How do I use the case Dashboard to view, sort and navigate to my cases?

What case activity can I view in the case Overview?

How do I start a New Case?

Where can I view all of my scheduled appointments?

More Qase Features: Messages, Notes, Documents

More Qase features for working with your client online