Scenario 7: Recording a Legal Action

Scenario: Joseph Hamilton has signed the Terms of Supervision document that you provided him when he came into your office. You want to record this action in Probatum. You will record this as a Legal Action.

Download PDF of Scenario 7 to follow along.

Please note: Some items in Probatum (Legal Actions, Accounts, Activities, and Plans) have been removed from the case screen and relocated directly under the client. Some usage scenario videos have been affected. Thank you for your patience as we work to update them. You can view updated instructions on recording Court Events (Legal Actions) here.