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How to adjust your notifications
How to adjust your notifications

Overview of notification types for Firm Staff Members

Updated over a month ago

Case Status offers a few different options to receive email notifications. This includes case specific and daily reporting.

How to adjust my notifications

  1. Within Case Status choose the Profile Icon in the top right and choose Settings

  2. Scroll down to the Notifications section

  3. Toggle on and off your desired selections

Case Notifications

  1. Default notification to ON for all of my Matters

    1. Receive notifications anytime a matter/case is updated by the Client. This can be a message, appointment, or document upload.

Email Daily Reports

  1. Send me a daily summary email of unread messages

    1. This will only send for cases you are associated with

  2. Send me a daily exception report of the nightly sync

    1. Receive a report of cases that did not sync over to Case Status during the nightly sync. This report will include the reason why the sync did not complete.

Email Notifications

  1. Send me a notification for each client inbound message

    1. This will only send for cases you are associated with

  2. Send me a notification for each Net Promoter Score

    1. This will only send for cases you are associated with

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