Contact your account manager and they will input the insurance information into our system
If you would like to add your firm’s insurance information, reach out to your account manager, and they will input it on your behalf. You can submit a maximum of three insurance claims per case.
Once entered, the insurance details will be applied to all invoices related to the case. If edited, all invoices will change to reflect the new insurance information, with the exception of finalized invoices.
Additionally, if the person who made the order is different from the person paying for the order, the name of the ordering person will be displayed in addition to the bill to contact.
Firm Dashboard Invoice Changes
PDF Invoice Changes
Public Invoice Page Changes