NEUTRINET By AILaw

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Latest activity by NEUTRINET By AILaw
  • NEUTRINET By AILaw created an article,

    The Street Name is Too Long for the form, How Can I Change the Font?

    Street name being too long is a common issue when filling out forms in NEUTRINET. If you prefer not to change the font for all fields, please follow the instructions below for individual font adjus...

  • NEUTRINET By AILaw created an article,

    TIPS - Company: How to Open a HR(s) ONLY Managed Employee's Case

    A Tip to open employment-related cases when the case was completely managed by HRs without Employee accessibility. Here are the points for this case: HR(s)' email should have access to both the Co...

  • NEUTRINET By AILaw created an article,

    TIPS - Big Family: How to Open Case for Dependent(Senior)'s Case with Petitioner Email

      A Tip to open cases for the families with multiple members.   If the petitioner is the only person with an email address, or if all cases in the family were arranged by a single individual, this ...

  • NEUTRINET By AILaw created an article,

    Individual Assign & Bulk Assign of Tasks in a Case

      Individual Task/Worksheet Assignment To assign a client to a task/worksheet.  You can do it by clicking the edit button on the Worksheet/Task. Select the Client Account to the task. Submit to Sa...

  • NEUTRINET By AILaw created an article,

    Assign G-28/G-1145 in Templates or Cases

      In cases where the petitioner and beneficiary have completed their worksheets, the G-28 client info remains empty. Here are the solutions:   Assign in G-28/G-1145 in an Existing Case: Case Mainsi...

  • NEUTRINET By AILaw created an article,

    Quick Add I-907 to Existing Case

    Here is the shortest way of setting up I-907.  On Case Dashboard                                                                                                                                     ...

  • NEUTRINET By AILaw created an article,

    How to Set Client Statement as Default

    Default Setting Client Statements.    

  • NEUTRINET By AILaw created an article,

    I completed the Attorney worksheet, but why is the Prepare section not populating to the form?

    Frequency: Very Common;   If the Attorney Worksheet has been properly filled and accepted, but the form's Prepare section (if any) is still completely blank, there are two possibilities: The form w...

  • NEUTRINET By AILaw created an article,

    How to Setup Bcc Client's Initial Account Opening Invitation to Firm Email

    To Setup Bcc Client's Initial Account Opening Invitation to Firm Email please follow instruction below:   Bcc opening invitations to firm default email: Firm Setting-> Click Firm Email "Receive bcc...

  • NEUTRINET By AILaw created an article,

    User guide for Account detail

    In this update, we have optimized the account detail page for the client, making the entire page more concise and user-friendly.   To access the account details, start by clicking on "Clients." ...