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Maintain a detailed and accessible record of funds held in trust. Track payments, disbursements, losses and gains at any given time. All from a single dashboard.

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Updated on June 6, 2023

Docy

Add Progress Notes

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  1. Select Matters on the menu bar
  2. Click the matter you want to add a progress note to and select Progress Update  from the horizontal tab
  1. Click on Add New Progress Update
  2. Toggle to Progress Note
  3. Fill in the relevant information
  1. Click Save or Save and add time entry as required

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