The homepage of Case Status is your view into your caseload. You can filter and view this in multiple ways to narrow down the specific cases you wish to view or action.
Step 1 - Select Filters
Each filter in the Cases list helps narrow down the case list to view cases that meet specific criteria. Cases must meet all criteria to be viewed, for example if you select the Practice Area of "Personal Injury" and the Status of "Treatment," you would only see Personal Injury cases that were in the Treatment stage, nothing else. However, if you select multiple values in the same filter, for example the statuses of "Treatment" and "Demand Prep", you would see the cases that belonged to either of those statuses.
Practice Area
See the cases that fall within a specific Case Status Practice Area/Areas.
Date
Choose the open or close date of a case
Status
View cases that fall within a specific stage. It is best to use this filter along with the Practice Area filter.
NPS
View cases based off the NPS score they had provided.
Client Interaction
View cases based off actions the client has taken or not taken within the mobile application.
Has not sent messages
Has not used the app
Has sent messages
Has used the app
Review not requested
Review requested
Language
Language is set by staff in Case Status, or by clients using the mobile app
Message
View cases based off different message statuses.
Any Unread Messages
Unread Client Messages
Unread Collaboration Messages
Unread Internal Messages
Message Urgency
As defined by AI-powered Client Intelligence™
Message Category
As defined by AI-powered Client Intelligence™
Show Only
All Cases or My Cases, to show all the cases in Case Status, or only those where you are assigned.
Open and Active Cases, showing cases where the firm has sent at least one message to the client
Closed Cases, showing cases marked as closed
Cases On Hold, showing cases marked as On Hold
Onboarding Cases, showing cases that have been added to Case Status, but have not had any messaging sent to them
Removed Cases, showing cases that have been removed from Case Status
Search Bar
You can specify your search based off Clients, Attorneys, or Case ID's.
How to use Bulk Actions
Once you filter to a list of cases, you can take actions on those cases:
When you have set your desired filters you can choose the check box in the top left to select all filtered cases, then choose Bulk Actions.
Select from the following bulk actions:
Send a Message: Send a message to all selected cases
Compose your message, leveraging Case Status templates in the top right corner
Decide whether bulk message should come from you, or the cases' primary staff member, by unchecking or checking "Send all messages as primary"
Attach a file if needed
To send immediately, press "Send"
To schedule a send, click the clock icon in the top right corner, select a date and time, and click "Schedule Message"
Update Practice Area: Update all selected cases to the specified Practice Area
Increment Status: Move all selected cases one stage within their practice area
+/- Attorneys: Add, remove, or replace attorneys on selected cases
Assign Primary: Assign a primary attorney to selected cases
NOTE
Updating Practice Areas, Statuses, and staff members is completed automatically by your CMS integration. Rather than Case Status bulk actions, consider updating your CMS, which will sync updates to Case Status.