Supercharge Your Success: Three Best Practices from Case Status University
Event Time:
Seeing success in Case Status but ready to take it to the next level? Join us for a value-packed session where we’ll walk you through must-have automations to streamline your workflow, how to feature your team while driving client referrals, and why leveraging appointments can dramatically improve client engagement and firm efficiency.
Take your setup from good to great—this is where the real transformation begins.
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Meet Our Esteemed Panelists:

Expert in optimizing Case Status accounts and helping customers reach their full potential with Case Status.

A master at empowering teams through education, Kyle specializes in guiding firms through successful onboarding and adoption of the Case Status platform.
About this event
Why Attend?
You’re seeing success with Case Status—but what if you could take it even further? This webinar is your next step toward unlocking the platform’s full potential. If you’re ready to move beyond the basics to a truly optimized system, this is the session for you.
Other Events
Inside the Success Stories of 4 Firms Elevating Client Experiences with Case Status
If you are a firm using Smart Advocate or are considering the move to Smart Advocate, this session is for you. Case Status is the industry leading client portal platform that becomes your virtual front-office, all while seamlessly integrating into your Smart Advocate "back-office." In this session you will learn about new enhancements to the integration that make messaging a breeze from the Smart Advocate staff interface.
Don’t let your business get lost in translation. As demographics change around the country, language is not always a given. With Case Status, firms can maintain two-way communications in everyone's preferred language.