The In Focus tab is a simple, clear view for Firm users to see any outstanding action items for this Account. From the In Focus tab, Firm users can see the following:
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Client Tasks: Open tasks assigned to your clients.
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Firm Tasks: Open tasks assigned to firm users, as well as Client tasks in Pending Review status.
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Files: Active (not archived) files tagged with the Client Upload tag.
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Firm users can also create additional items by clicking the + [Item] box on the right.
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