Walkthrough of Case Costs Functionality in Finance Connect

In this video walkthrough for contingency firms, CFO Zac explains the Finance Connect feature for case costs. He went through how it works in QuickBooks, how it looks in Filevine, and how client balances are organized in QuickBooks.

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Walkthrough of Expense Request Functionality for Contingency Firms

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Walkthrough of Trust Check Request Functionality in Finance Connect