These are frequently asked questions that a Firm Staff Member may have about a Case.
How to adjust a clients phone number
From the case grid choose Clients in the top right
Search your Clients name
Click on the Clients name
Change the number and choose Save.
How to add a client to an existing case
Navigate to the case you wish to update
In the Client box choose + Add Clients
Create a new client or choose an existing one and hit Save
Choose Send Invite to invite that Client to the mobile app.
How to manually adjust a Case Status
Navigate to the case you wish to update
Choose Update Status under Current Status
Choose the new status from the dropdown
Choose Save
How to add team members to a case
Navigate to the case you wish to update
Scroll down to Staff Members
Choose + Add Staff Member
Check which staff you wish to add and click Add Members to Case
How to Close, Place on Hold, or Sync a case
Navigate to the case you wish to update
In the top right you can choose to Close, Place on Hold, or Sync the case
How to reopen a closed case
Navigate to the case you wish to update
In the top right choose Reopen Case
Where do I find my case's integration ID
Navigate to the case you wish to get the integration ID
Scroll down to Case Information on the left side.
See Integration ID at the top of that box
Choose Edit to change the integration ID. If you cannot edit the ID reach out to Case Status Support
How often are NPS Surveys sent
NPS Surveys are sent at every Stage change
You cannot customize this at this time. You can delete the automation from the Practice Area as a whole.
How to send messages to just the team assigned to the case?
Open the web app and click on the case you wish to send the message
In the top menu choose Internal Messaging
Click on Send a message
You will see a yellow background which indicates this is an internal message
Type and send your message. The team assigned to the case will be notified.