Product Updates and Sneak Peek 👀 | Sept 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 while giving them the best client experience.

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

Setting Maximum Limits–Recurring Message Automation Enhancement

This wonderful enhancement allows firms to further broaden their automations by setting a maximum number of times a recurring message should be sent.

Do you have a message or reminder that you would only like to send a set number of times?  Once this new feature rolls out, you can limit Automated Recurring Messages. Once that limit is met, the message will stop automatically.

Whether you need a reminder sent once or a weekly reminder throughout the life cycle of the case, Automated Recurring Messages will help streamline and automate the process!

Internal Checklist Automations

Internal Checklists templates will soon be automated by Practice Area Stage and notify firm users in the new Internal Messaging tab.

This is a great way to keep track of all firm tasks and ensure everything is being completed.


Due Dates & Assignee–Checklist Enhancement

A checklist item is only as good as the date set to be accomplished so now firm users can assign due dates and task particular items to an individual on the case.



Whether it be a task for the client, a paralegal or an attorney, now once client or internal checklist items are created, due dates can be chosen from the calendar and assigned by selecting any one person associated with the matter.

Once a due date has passed, the checklist item shows up in red signaling to everyone some sort of action is required.

This enhancement now removes any ambiguity on ownership and provides a clear deadline to the assignee resulting in clearer communication & speedier settlements.


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 August?

August’s Release: What’s New Now!

Referral to Collaborator

Creating Collaborators is now easier than ever.

Reducing unnecessary calls is the main reasons firms tell us they use Case Status, but clients aren’t the only ones calling for status updates.

Collaborators (referring attorneys, collaborating council, medical providers, lien holders, etc) are a large percentage of firm’s call volume and one of the fastest growing features of Case Status and now we’ve made this feature easier to use.

By adding anyone as a referral source in the case by email, a box appears asking if you would like to make them a collaborator on the case (Give them access to the status updates as well as internal messaging).

This cuts down on double entry and seamlessly adds 3rd parties to a matter.

In the Case Information box in the matter (under Client Satisfaction), if an email address is entered as the source, you will notice the “Link as Collaborator” box appears.

Checking this box will redirect you to the Collaboration tab where you can choose the access level (status updates and/or messaging).   

If the referral is not in the system, simply click “Create Collaborator, add a 1st and last name of the contact and business/firm they are with and you are all set!


Not Using the Collaboration Feature?  You Probably Should Be!


Tired of repeating the same “When I know something, you’ll know something” message over and over?

Collaboration can help cut down on unwanted status updates from 3rd parties.

Here’s a great training video demonstrating how easy it is for you to use or click the image below.

Once a collaborator has been added, they will receive an email to create a password.

Internal messaging contains a checklist feature only visible to your users.


Worried the collaborator won’t log in to get messages?  We have you covered!!

Once a Collaborator registers, their “Send Daily Summary of Unread Messages” ensures that they get notified of any and all messages and updates.

What could be easier?

Organizing all of your client communication is an important feature of Case Status, so why shouldn’t your internal communication get the same treatment?

Integration News

New Integrations- As we continue to grow as a company, we grow our relationships with our integration partners to bring you exactly what you need.


New Filevine Integrations 

Automated Status Updates with Phase Change

With this upgrade, Practice Area stages can now be updated automatically when a Phase is changed in Filevine.  

The status update, prior, was a manual process, but by matching your Phases in Filevine to the Practice Area Stages in Case Status, this will trigger a Stage change in Case Status updating your client that their case has progressed.

Just one more integration buildout to automate your day and keep your clients better informed.

D.O.B. & SSN Integration

Case Status will now pull the SSN & Date of Birth field from Filevine and import that into the client information, eliminating the need for double entry. 

If your firm needs help matching up practice areas and phases or would like to learn more, please contact me at 

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