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  1. Case Status
  2. Case Status Support

Case Status Support

Admin/Settings

  • How to update your users permissions?
  • Adding Stages and Descriptions to Practice Areas in Case Status
  • Turning On/Off Inbox Notifications
  • Case Status: Introduction Video
  • Case Status Feature: How to Convert a Spreadsheet to .csv file
  • Case Status Feature: How to Create Smart Message Templates
See all 8 articles

Case Actions

  • How to set up a Minor or Elderly Parent Matter -Guardian ad Litem
  • Practice Area Automations 204: Checklist Template Automations
  • Practice Area Automations 203: Treatment Reminders
  • Practice Area Automations 202: Recurring Message Automation
  • Checklist Templates 101
  • Case Status Feature: Creating Checklist Templates
See all 42 articles

Client Help

  • Client: Treatment Logs
  • Case Status: Welcome to Client
  • Case Status FAQ: How to Send Images and Documents to Your Legal Team
  • How Clients can Refer their Attorney
  • Case Status FAQ :How Clients can Download Files

User Management

  • Case Status Feature: Resending Firm User Invitation
  • How to Resend Invitation to Firm Users
  • How to Add Users to Case Status

User Account Settings

  • Case Status Feature: How to Set Bio, Change Password, and User Account Information
  • How to Turn On Browser Notifications
  • How to Update User Account Settings
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