The homepage of Case Status is your Case Grid. You can filter this grid in multiple ways to narrow down the specific cases you wish to view or action.
How to filter your case view - Filters
Practice Area
See the cases that fall within a specific 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.
Message
View cases based off different message statuses.
Any Unread Messages
Unread Client Messages
Unread Collaboration Messages
Unread Internal Messages
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
Show Only
Show only overrides the other filters. For example if you have Show Only: My Cases, you will only see cases that you are associated with when filtering.
Search Bar
You can specify your search based off Clients, Attorneys, or Case ID's.
How to use Bulk Actions
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.
Here you can perform multiple actions.
Send a Message: Send a message to all selected cases
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
How to search cases based off Staff Member or Case ID
From your Case Grid you can change the Search Clients dropdown to Search Attorneys or Search Case ID (This can be custom depending on your implementation)
This will search can help you narrow down specific case loads and more.
