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File Account Balance List

In the case account balance list, you can see the current balances of the law firm cases across different files. The display can be filtered by location or across locations. You can switch to the respective case account via the context menu.

Closed and rejected cases are not displayed.

Related to

  • Category -- Lexolution

Related articles

  • Case Account
  • Overview of Document Creation
  • Attorney Account
  • File Status
  • Expenses
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