The new Case Status Communicator Interface is here, in beta. Use the Communicator Interface to manage your caseload, review each case, send messages, and manage appointments, tasks, and documents sent and received between the firm and your clients.
Install the Communicator Interface
If you already use the Case Status browser extension, there is no need to install any updates. If you need to download the extension for the first time, go to https://www.casestatus.com/browserextension. The interface works in Google Chrome, and in Microsoft Edge. If you are unable to install extensions to your web browser, reach out to your firm's IT team for assistance.
Rather than a pop-up window, the interface will appear as a sidebar. Login with your Case Status username and password.
NOTE
You can move the sidebar from the left to the right! In Google Chrome, go to the Menu > Settings > Appearance. Locate the Side Panel Position option, then select Left or Right.
Using the Communicator Interface
Click the Case Status icon in the Extension menu to open the Communicator Interface. We recommend pinning the icon from this menu, so the icon is easy to access at all times. Click the "x" in the top right corner of the sidebar to close it.
Case List
When you first open the interface, you will see a list of cases that are assigned to you by the firm, organized by recent activity. If you want to switch to the Triage interface, click the menu in the top left corner of the window and then click Triage.
At the top of the list, click the Filter button to view filters for the Case List. You can filter cases in the following ways
Your cases, or all cases at the firm
For unread messages
Message urgency
Message category
You can combine filters to ensure you’re looking at the right list of cases. Uncheck your filters to return to the full list of cases.
You can search for cases using the Case Search box. By default, search looks for clients by name or phone number. Select staff or Case ID to search by those values instead. Search will automatically return results.
Click on a case to open it in the sidebar. Once a case is opened, click the menu in the top left corner of the Case to view different sections:
Summary
The Summary page shows you the following information about the case:
Case Status AI Case Summary, which can be refreshed by clicking the Refresh button in the top right corner
Case & Client Info. You may be able to update the status and stage of your case, but be mindful that, as before with Case Status, your case management system integration may make these updates for you.
Client Activity, where you can review client app activity, like reading messages, reviewing statuses, and other activity. As before, we are only able to track app and web activity, clients without any activity have not downloaded the Case Status mobile app.
Messages
The messages tab will show all messaging and automated notifications that have been sent between the firm and the client on the case. Take note of the icons next to messages, these will denote whether a message was sent by an individual staff member or as an automated message from Case Status. You can search for messages in the message search box at the top of the interface.
NOTE
Messages are organized with newest messages at the bottom of the list, scroll up to review historical messages.
Scrolling to view a message will mark the message as read for yourself. To mark messages as read for the full team:
Click the menu next to the client name and case ID at the top of the sidebar
Click Mark All Messages as Read for the Team, though be mindful of when it is appropriate to perform this action.
Message Settings
Also in the menu next to your client's name and case ID, there are several advanced settings when messaging clients:
Message translation options will be available, including resetting the client language.
Send messages as SMS messages to the client here, though be mindful that this can result in double notifications to the client for each of your messages.
Click Save if you've made changes, or the the back arrow at the top of the interface to return to Messages.
New Messages
Create a new message in the box at the bottom of the Messages window:
You can select a staff member to send as, allowing messages to send as the primary staff member of the case.
Show formatting: Message format options are available, including options to create numbered and bulleted lists.
Attach documents by clicking the paperclip icon.You can attach multiple documents in the new interface. You can also click and drag your file to attach them to your message.
Message translation options will be available here as well.
AI Writing Tools let you write a prompt for a message, which will then be authored by Case Status AI. You can expand or shorten the message contents, or change the message tone. As before with Case Status, you can always make further edits to the message before sending, just start typing!
Click the send icon to immediately send the message, or click the down arrow to schedule a message instead. The timezone of the send time will be noted. Scheduled messages will be viewable above the Messages box, click view to read the scheduled message. Hover over the message to reschedule the send time, edit the message contents, or delete the scheduled message.
NOTE
You will be able to review a recommended response directly in the message box, if the last message in the thread is from your client. You will be able to review and send this message, or decide to write your own.
Documents
The Documents tab will show all documents sent between the firm and the client. The list of documents will show its name, date sent, and a preview image of the document.
Click the menu to the right of the document to:
View the full document in your web browser
Rename the document directly in Case Status
View file information
Delete the document.
Download one or multiple documents, just select which documents you wish to download and click the Download button.
Documents will continue to sync to integrated Case Management Systems as before; please note that changes to the filename in Case Status may not change the file name in your integrated Case Management System.
Appointments
The Appointments tab lets you view upcoming and historical appointments on the case.
To add a new appointment:
In the Upcoming Appointment section, click Add, then Appointment.
Fill in the appointment details, taking note of the timezone for the appointment.
Clients will continue to receive notifications in Case Status per your firm’s settings, which are defaulted to:
when the appointment is created
24 hours before the appointment
Two hours before the appointment.
Click Save when complete.
You can review upcoming and previous appointments by clicking on the appropriate section at the top of the Appointments section.
To Edit or Delete an appointment:
Click on an upcoming appointment.
On the next screen click the menu icon to the right of the appointment
Click Edit to adjust appointment information, like date or time
Click Delete delete the appointment.
Each action will generate appropriate updates to send to the client on the case.
Tasks
The tasks tab is where your checklists can be managed for a case. Now called Tasks, these are activities for you to assign to a client, or actions the firm is performing for the client to see and review. Any active task will be visible in the Open section.
You can check off a task by clicking the checkmark next to the task. The task will be moved to the Completed section. If you need to reactivate a completed task, you can uncheck it from the Completed task list.
Click Create Task to add a new task to the case. Write the client-facing task description in the first box, and add a due date and assignee to the task. Click Save to notify the client of a new task on the case.
NOTE
Task due dates influence case Triage. You can change a task due date to change a case’s triage priority by clicking the menu next to the task then click edit. Change the due date then click Save, which will notify the client of a new due date for the task, and update the Triage priority accordingly.