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March 2023 Case Status Product Update

Monthly Customer Success Webinars

  • Join us in April for our next webinar focused on new features and best practices.  Its a place to take a deeper dive beyond what is in this blog.  Register here
  • Catch up on year-to-date webinars  
    • January: Best Practice - Client adoption of the mobile app 
    • February: Best Practice - Optimization of key features - Checklists, automation, appointments
    • March: Best Practice - Optimization of key features - Share Status, Message Templates, On-hold, After-Hours, Dashboards & Firm Insights

This Month's Updates:

Draggable and Resizable Columns

The Cases page has just become even more flexible and customizable with the introduction of draggable and resizable columns. Previously, users were able to select which columns they would like to be visible using the settings widget on the right hand side, but the placement of those columns was static as well as the width of the column itself. 

Now users will be able to add the columns they wish to see and then drag and drop those columns to whatever position they prefer. Additionally users can resize the column with by hovering in between the header of each column until the resizing icon appears. Then simply click and hold to drag the column to the width you desire. Additionally, these newly created views will be saved to your user preference so once you have configured the columns on the Cases page they will be preserved upon your next login!

Filter cases by review sent vs not sent

This month we have released our newest filter for cases with the main goal of helping you to grow your firm! Now you can filter all your cases to see which ones you have or have not requested a review from.

Use this in tandem with our NPS filter to narrow down to only the cases with 9's or 10's to help generate those good reviews. Simply apply both filters and any others you desire and then use our bulk messaging filter to request a review!

Sneak Peek: What we're working on this month

Sync your case with a click of a button

For our integrated firms, you will be familiar with the 'nightly sync' in which all of your cases get synced up so that they have the same stage, staff assignments, etc. as reflected in your case management system. Currently if firms want to force that sync, it is an arduous task that requires obtaining the integration ID and then manually entering it on the main Cases page. 

Well coming soon you will be able to sync an individual case with the click of a button right inside the case! The engineering team is adding a button to all integrated cases that will pre-populate the integration ID and allow users to sync an individual case seamlessly. 

Ability for admin users to view ALL unread messages

For our admin Case Status firm users, keeping tabs on all firm cases to ensure clients receive timely responses can be a difficult challenge. Currently the Case Status system allows users to filter Cases to only those with unread messages. Admin users however, often need to a more global view of the communications of all cases. 

This month we will be adding a filter that will be permission based and will allow certain users to view cases with unread messages so they can address any lags in communication.

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