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Product Updates and Sneak Peek 👀 | June 2021

We are doing everything in our power to ensure that you are well equipped to handle the day to day communication with your clients and giving them that best client experience.

June’s Sneak Peek: What we are working on this month

Additional & Personal Message Templates

Want more control over system generated messages?  Want to customize outgoing messages such as: case on hold, status change, treatment follow ups and appointments?

Now Smart Message Templates will include more default messages allowing firms to edit automated messages sent to their clients.  

Firm Users will now have the option when creating Smart Message Templates to mark them for personal or firm wide use.  This allows firm users to create their own template that is tailored specifically for them and can be used/edited only by them.

Under message templates there will be 3 sections. CS default templates, Firm templates and personal templates. The user can mark a template as personal or for the entire firm. The templates will show who created them and who updated them. 

Customizable Notification Settings

Firms communicate in different ways and setting up custom notifications is a way for to determine who gets notified when a message is received. 

Depending on who is in charge of client communication, Case Status will soon allow users to control which cases they get notified.  

Attorneys or users that need to be listed on a case but do not want any notifications will be able disable all user notifications.

Additionally, a case level feature will let a specific user to toggle notifications on and off to allow/disable inbox notifications on the select few cases that they do or do not need to be notified.

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If you want to talk through implementing this new feature for your firm schedule a time with your Account Manager. 

What did the Case Status team work on in May?

May’s Release: What’s New Now!

Invoicing, Invoicing, Invoicing!!!

An enhancement to the invoicing tab now allows firms that pay per case to search by Case Status invoice number and associate case charges to specific cases.  Now your end of month reconciliation is a breeze and can even be exported to a spreadsheet to pass along to your book keeper.

See this handy Help Center Training video to find out more!!

Practice Area Automations

One of our major advantages as your client communication portal, is the ability to automate and reduce clicks.

One of the most important enhancements, in my opinion, is the ability to set Automations at a Practice Area level.

Instead of setting Automations at a case level, firms now have the opportunity to set No Case Change Reminders, Recurring Messages, Treatment Reminders, and Checklist Templates for particular Practice Areas and tie them to specific stages.

Simply choose the desired Practice Area and the trigger (No Case Change, Recurring Message, Treatment Reminder, Checklist).

Set the cadence for when the message should be sent and then select to which stages this automation should apply.

For each Practice Area these automations will be set once the case enters the specified stage(s).

Checklist Templates & Automations

Firms that are taking advantage of our checklists know how easy it is to get things from clients when they have that information readily available to them. 

Now you can save a checklist as a template and apply that list to a case with a click of a button.

Templates can be found at Settings>Templates>Checklist Templates.

Once set, these can be applied on the individual case using the Checklist Template.

In the same way that Automated Messages can be tied to a particular Practice Area and Stage, Checklists and Checklist Templates can also be automated.

Watch this Help Center Training Video to learn more

Integration News

New Integrations- As we continue to grow as a company, we grow our relationships with our integrated partners and continue to strengthen our relationships with you by allowing us to bring you exactly what you need.

As Case Status grows, we continue to focus on expanding and improving our partnerships with our integrated software partners to bring you exactly what you need.

Integration Filtering by Practice Area

Firms that use an integrated Case Management system are now able to import and sync cases from certain practice areas.  This allows firms to filter out cases by practice area, saving time by displaying only the cases that you need to see.

If your firm is only using Case Status for certain practice areas and would like to learn more, please contact me at chethcox@casestatus.com 



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The post Product Updates and Sneak Peek 👀 | June 2021 appeared first on Case Status.