Firm Staff
Overview guides for staff such as Attorney's, Paralegals, Case Managers and more!
35 articles
User Account
Overview of the User Account tab as a Firm Staff member
- How To Edit Your User Account InformationOverview of the User Account tab for Firm Staff Members
- How to update your passwordThe different ways to update your password for Firm Staff Members
- How to install the Chrome extensionOverview of the installing the Chrome extension for Firm Staff Members
- How to integrate your external calendarOverview of integrating external calendars for Firm Staff Members
- How to adjust your notificationsOverview of notification types for Firm Staff Members
Practice Areas
Overview of Case Status Practice Areas as a Firm Staff Member
- How to add and update Practice AreasOverview of updating and adding Practice Areas for Firm Staff Members
- How to add/adjust Practice Area AutomationOverview of adding/adjusting Practice Area Automations for Firm Staff Members
- How to build an AutomationOverview of building an automation for Firm Staff Members
- Practice Area MappingsOverview of how practice area and stage mappings function
Templates
Overview of Case Status Templates as a Firm Staff Member
Firm Settings
Overview of Case Status Firm Settings as a Firm Staff Member
Cases
How to filter and navigate your case load as a Firm Staff Member
Clients
Overview of Case Status Clients as a Firm Staff Member
Inbox
Overview of Case Status Inbox as a Firm Staff Member
Firm Insights
Overview of Case Status Firm Insights as a Firm Staff Member
Best Practices
Tips and Tricks to help setup and use Case Status