The case strategy can be sent to a case worker for planning and managing the strategic approach for the case.

To send a case strategy, follow these steps:

1. Go to the Strategy section.
2. On the individual case note, click the Send button.
3. A Send Case Strategy dialog will display.
4. Select a Case Worker.
5. Enter the Subject.
6. Enter the Case Strategy.
7. Click the Send button.

The Scope of Retainer/Remarks section specifies that notes about the retainer agreement or general remarks may be included.