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General

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View insurance activity, assign policies to a matter, and view matter finance summary from within a selected matter record.

Lawtrac users can easily view insurance activity, assign policies to a matter, and view matter finance summary from within a selected matter record.

Select the General tab in the Finance Navigation Bar to access Insurance and Finance Summary/Overview.

Finance: General

Page

Function

Insurance

View insurance activities and assign policies to the Matter.

Finance Summary/Overview

View the Matter's finance summary and overview by adversary and company.
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