Caselist - helpful hints and tips

 

These are a few helpful hints and tips to ensure that you have a trouble-free experience when providing your update.
 
  • Use the “Internal Client/Case Reference Number” as it can assist you in referencing your client's file.
  • Update and approve each client before moving on to updating the next client.
  • Check that all clients have been approved before submitting your updates.
  • There is no need to enter a currency symbol (£, €) in the latest billings column, the system already accommodates this.
  • Use the “Additional comments” field to pass on any relevant information. Please remember to date your comments.
Please contact us immediately if you require any assistance in providing your update. Your dedicated accounts contact is listed on the Caselist email.
Other information
You can view some online seminars we have presented by clicking here.
A selection of testimonials from recent clients can be found here.
More brands we work with can be viewed by clicking here.
Brands we work with
Guardian Unlimited logoTelegraph.co.uk logo
Guardian Unlimited logoThis is money.co.uk logo
Marketing information

Membership benefits brochure

Take a look at our online brochure and discover how our products can work for you.

Our compliance with the Code of Conduct

This document explains the steps we take to ensure compliance with the Code and the way we disclose the referral arrangement to clients.

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