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
How to add/edit Message TemplatesOverview of adding/changing message templates for Firm Staff Members
How to add/edit Checklist TemplatesOverview of adding/changing checklist templates for Firm Staff Members
Firm Settings
Overview of Case Status Firm Settings as a Firm Staff Member
How to update your Business Hours and AutoresponderOverview of your business hours and autoresponder for Firm Staff Members
Cases
How to filter and navigate your case load as a Firm Staff Member
How to filter your case view
Activity tab overview
Messages tab overview
Documents tab overview
Client Automation tab overview
Client Checklist tab overview
Case FAQ's
How to Activate Cases and Invite Clients to Use Case StatusOverview of activating a single and bulk amount of cases
Clients
Overview of Case Status Clients as a Firm Staff Member
How to add a client
How to edit a client's information
How to delete a client
Inbox
Overview of Case Status Inbox as a Firm Staff Member
How to see your inbox messages
How to filter messages
Firm Insights
Overview of Case Status Firm Insights as a Firm Staff Member
Case Status Customer Scorecard
Best Practices
Tips and Tricks to help setup and use Case Status
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