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Clever Case Change Default Billing Rate
Follow these steps to set or change your default billing rate in Clever Case: 1. Login to Clever Case 2. On the left-hand side pane, navigate down to the bottom of the screen and find your name: 3. Click on your name and choose "Settings": 4. Under ...
Clever Case Time Keeping Cheat Sheet and Billing Standards
Cheat Sheet for Time Keeping and Billing Standards in Clever Case, please see Team Policy & Procedures for more information. UPDATED: 12/14/23
Engagement Letter Tool & Process
Gravis created a web-based form that automatically generates an approved engagement letter to be sent to the client for signature (the Engagement Letter Tool / the “ELT”). The ELT allows the user to customize certain elements of the engagement letter ...
SSD Overview of the Disability Process
Team Workshop on the Social Security Disability Process Presenter: Randi Johnson Recorded: 12/17/2021 Video Link
Washington Notary Process
To request to become a notary or renew an existing notary commission, follow the steps below. Refer to the attachments for additional instructions. Request notary from Legal Ops via a ticket in Request Hub. Request Hub will order your bond. You will ...