Frequently Asked Questions

Short answers to common questions. For step-by-step instructions, see the knowledge base guides.

• Getting Started (1)
• Matters (8)
• Documents (1)
• Email (1)
• Settings & Preferences (4)
• Workers' Compensation (2)
• Automations (1)
• Administration (1)

Getting Started

• Why is a panel hidden when I open a message, memo, or document?

Matters

• How do I change the layout of the Matter Dashboard?
• How do I add a fax number to a party or Rolodex entry?
• How do I export my list of matters to Excel?
• How do I find matters I haven't reviewed recently?
• How do I include the page title when printing activity notes?
• How do I open a matter in a new tab or window?
• Where do I find the Date of Injury on a matter?
• Why won't my injury save after I enter a deadline date?

Documents

• Does FluentCase have built-in eSignature like DocuSign?

Email

• How do I reconnect my Gmail account?

Settings & Preferences

• How do I create a matter through the API?
• Where do I get an API token for an integration?
• How do I upload documents to a matter through the API?
• How does an integration authenticate with the FluentCase API?

Workers' Compensation

• How do I submit a copy service order through the API?
• How do I tell which copy service orders have fees due or paid?

Automations

• Does FluentCase integrate with ChatGPT or Gemini?

Administration

• How do I report on matters by referral source?