Best Practices and Feature Overviews
Unlock expert best practices and stay up to date with deep dives into our newest features—all tailored to help you maximize efficiency and optimize your use of ICM.
Best Practices
Discover best practices, optimization tips, and proven workflows designed to help streamline your daily operations.
Creating Case Status and Client Expiration Reports
Learn to create Case Status and Foreign National Client Expiration reports in ICM.
Turbocharging Efficiency with HR Requests
Learn about options for customizing your HR Request portal in ICM.
Boosting Productivity with Outlook and Word Integrators
Learn how Microsoft Outlook and Word can be integrated with ICM.
Creating Customizable Foreign National (FN) Summary Templates
Learn to create and customize Foreign National Summary templates in ICM.
Feature Overviews
Explore detailed feature walkthroughs built to help you adopt the latest ICM releases with ease.
Communication & Document Storage
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Contact & Relationship Management
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Milestones & Workflow Automation
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Firm Administration
Explore platform configurations and administrative functions managed exclusively by a Firm Administrator.
Reporting, Billing, and Analytics
Review documentation on operational reporting, client billing capabilities, and Equifax billing.
Case Management and Form Preparation
Explore this comprehensive library to master everything from forms and questionnaires to secure storage, relationship management, and external integrations, providing you with end-to-end case management support.