Case Status Support

Admin/Settings

• Case Status: Introduction Video
• Case Status Feature: How to Convert a Spreadsheet to .csv file
• Case Status Feature: How to Create Smart Message Templates
• Case Status Feature: How to Convert a Spreadsheet to .csv file
• Case Status Feature: Updating Credit Card Information

Case Actions

• Case Status Feature: How to Manually Sync Cases
• Case Status Feature: How to Add/Remove Attorneys and Case Managers from a Single Case
• Case Status Feature: How to add Bold, Italics, and Hyperlinks to Messages
• Case Status Feature: How to add Attorneys and Case Managers to Multiple Cases
• Case Status Feature: How to Create Automated Messages
• Case Status Feature: How to Filter Cases by Unread Messages

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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