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Firm Client FAQ's

Frequently Asked Questions for Firm Clients

Updated over a month ago

How to log into Case Status

  1. Download the application from your mobile application store

  2. Open the app and put your phone number in

  3. Receive a pin code to enter into the app

Please Note: If you are having issues logging in please confirm with your Law Firm that the phone number listed on your case matches that which you are trying to log in with.

How to download files

  1. Log into your application

  2. Click into the Messages tab

  3. Find the document that was sent to you, click on it and choose download

How to send images or documents to your legal team from the mobile app

  1. Log into your Case Status application

  2. Click into the Messages tab

  3. Click the Camera button in the bottom left and add your image/document to the message

    1. For iPhone choose Browse to choose a file on your phone

    2. For Android you can choose Browse to upload a document or Scan a document that you have in front of you.

How to send images or documents to your legal team from the desktop website

  1. Navigate to app.casestatus.com and log in with your phone number

  2. Click View Case

  3. Scroll down to the messages tab and choose Send a Message

    1. To send a document choose the down arrow next to Send a Message first and choose Upload a Document

    2. Choose Save and Send to just send a document. Click Send a Message to send a message with your document

How to update treatment logs

  1. Log into your Case Status application

  2. Click into the appointment tab

  3. Find the Treatment and click into it to update the log

How to change your phone number

  1. If you need to change your phone number on your case you will need to reach out to your Firm directly for them to update the number in the Case Status system.

  2. Your number you are logging in with MUST match the number on your case

Please Note: Case Status Support cannot change Client information due to Security and Privacy.

How to troubleshoot the app not launching

  1. Uninstall the application from your phone completely

  2. Restart your device

  3. Reinstall the app to make sure you have the most up to date version

How to refer your Attorney

  1. Log into your mobile application

  2. Click the Your Team tab

  3. Find the Attorney you wish to refer and choose the Refer button

  4. Choose the communication type you wish to send the referral

    Please Note: You may not see this tab if your Firm has not enabled it on their end

Can I download my communications transcript with my lawyer?

At this time, exporting conversations from the Case Status application is not available. However, you may contact your law firm directly to request an export of your conversations, which they can provide upon request.

Why am I getting a pop up to provide a rating?

Our system utilizes the Net Promoter Score (NPS) to assess client satisfaction. You may receive an NPS survey asking you to provide a rating based on your experience so far with your Firm. This rating is for internal use only and helps the firm gauge your satisfaction with their service at that time.

If the survey appears, completing it will be required to proceed within the app. Please note that this rating is strictly internal and will not be shared on public platforms such as Google Reviews or the firm’s website.

Can Case Status help with your case?

No. Case Status is a client engagement platform utilized by law firms to facilitate communication regarding your case. Case Status Support does not have access to case details, medical records, or attorney information and cannot provide such information directly. Additionally, we are unable to forward documents or messages on your behalf. To communicate with your attorney, please use the in-app messaging feature.

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