We are doing everything in our power to ensure that you are well equipped to handle day to day communications with your clients while giving them the best client experience!
October’s Sneak Peek: What we are working on this month
Sent/Received Message Audit Trail
As we all know in the legal industry, your argument is only as strong as what you can prove and this future enhancement puts your mind at ease on knowing how and when a message was sent.
This will give better visibility into the delivery of messages and show case managers & attorneys that the message was successfully delivered as well a preventative measure for unforeseen occurrences.
This will display on the front end how a message was sent (e.g. sent as push notification, text, web notification, etc.) as well as display if there was an issue delivering the message.
If there was an issue sending it as a push notification it will give the user the option to send it as text instead.
If it was undeliverable via text for example because the phone number is a landline, it will display the error message for the firm to see and update the phone number.
Next to each message, there will be a dropdown arrow which if clicked, will display how the message was sent and any other information related to the message.
If there was a problem delivering the message, it will have a caution symbol next to the arrow, alerting the firm that something is wrong with the phone number.
Outlook Calendar Integration
Version one of our Outlook Calendar Integration is under way and will allow firms to sync all non-medical appointments to your Outlook calendar mitigating double entry of events and seamlessly link events in case status to the users main work calendar.
Stay tuned for more updates to the amazing product feature.
If you want assistance implementing any new feature for your firm schedule a time with your Account Manager.
What did the Case Status team work on in September?
September’s Release: What’s New Now!
Automated Messaging Maximum Limit
Automated messages now have the option to be limited on the maximum number of times sent.
After selecting the automation type, the user will be able to input a numerical value for how many times they want the message to send. They will also be able to select ‘none’ if they don’t want to assign a limit to the message.
You will also notice a new button confirming to only send when the case is active.
Unchecking this box will send the message regardless of whether the case has been activated or not.
This is useful when automating your invitation message by setting up to send your invite message template and set up to send during the 1st stage on unactivated cases and set the limit to once.
This is great for client reminders and follow ups that are only needed a limited number of times during the lifecycle of a particular stage or stages.
Client Satisfaction Score & Client Feedback Notifications
As you may have noticed, all client satisfaction scores and feedback alert users by inbox notifications with clickable links that take them directly to the score.
This notification gives realtime updates allowing firms to asses their client satisfaction and address issues or compliments earlier.
Allowing better visibility to the client perception gives better opportunities to drive online reviews as well as a revenue stream for referrals and increasing client satisfaction by simply listening to clients and letting them know they are being heard.
Now scores and feedback can be seen in the individual case graph, internal messaging, as well as Firm Insights & the live feed.
Saved Main Case Setting Feature.
This is a great enhancement to an already wonderful feature.
Not only can you edit the columns that you see, but now user preferences are saved for every login.
Perfect for displaying only relevant case information and reducing clutter!
Selecting Multiple Images in Client App
Clients now have the option to select multiple documents or images when sending through the client app removing multiple steps of attaching and sending one image over and over.
Assigning Due Dates & Designating Assignees to Checklist Items
As Checklist items are created, manually or automated, due dates and assignees can now be attached to each task.
As the due date is reached, that particular task will then be displayed in red showing that particular need is over due.
On the individual case, each item can be edited to select a user to assign and/or due date.
Later versions of this feature will include options such as:
assigning a position (client, attorney, case manager) to a task at a practice area level as well as allowing multiple users to be assigned to one item.
Internal Checklists & Automations
We realize that there are deadlines and needs that firms are responsible for as well as the checklist items needed from your clients.
With this release, internal checklists can now be applied and even automated so nothing is left to be overlooked.
Assign tasks and due dates to specific users and never worry about things slipping through the cracks again.
To learn more about setting up Practice Area Automations check out the Help Center video HERE.
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 firstname.lastname@example.org
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